Forward labeled confirmation emails to partner and team
Forward labeled confirmation emails to partner and team
You get confirmation emails for new account issuances that must be shared with partners and coordinators. It forwards the original message and a short summary so recipients can act within the same day.
Overview
Stop relying on manual copying for account confirmation emails—this flow forwards the original message plus a short summary to partners and coordinators automatically. That means recipients get full context and can start onboarding or follow-up the same day.