Keep business owners informed with instant client intake records

Business owners juggling client emails miss intake details and delay onboarding. Central intake records from each email let operations begin onboarding faster and avoid missed requests.

Overview

Missing intake emails stall onboarding and harm first impressions. This workflow turns every client email into a standardized intake record so operations can begin onboarding without manual entry. Operations teams see faster handoffs and far fewer lost intake items.

Notable Features

Create intake records from emails
Normalize fields for consistency
Notify operations on new records