Keep client records current for business owners, ops

Business owners miss client context when emails go unparsed, causing missed follow-ups and unclear ownership. So managers see current contact activity and domain info to follow up.

Overview

Missed email context creates follow-up gaps and unclear account ownership for operations. This workflow ensures client records reflect parsed email domain and subject, eliminating stale contact data so managers can follow up with confidence.

Notable Features

Extract sender domain from emails
Update client records with subject
Notify managers on changed records