Keep ops clerical tasks logged from messages for admins

Operations coordinators miss estimate follow-ups when customer messages aren't captured, causing stalled estimates. Create clerical to-do entries so office administrators can action follow-ups quickly.

Overview

Missed estimate follow-ups create manual work and risk delayed jobs and unhappy customers. This workflow turns every estimate-related incoming message into a tracked clerical task and notifies office administrators, eliminating manual transcription and ensuring follow-ups happen faster.

Notable Features

Create clerical to-do entries
Notify office admins with message
Attach original message to tasks