For software CEOs: Never miss client document intake

Software CEOs miss client attachments in inboxes, causing onboarding delays and frustrated customers. Forward emails and attachments to your intake inbox so operations can begin processing immediately.

Overview

Lost attachments stall onboarding and frustrate customers — a direct risk for small software companies. This workflow captures every inbound client email with files, routes them to a single intake inbox, and notifies ops so processing starts quickly and lost documents are eliminated.

Notable Features

Forward attachments to intake inbox
Keep original sender and subject
Notify operations when files arrive