Keep tracking records complete when emails include attachments

Operations coordinators miss email attachments, leaving tracking records incomplete. This workflow extracts IDs from subjects and links files to the right records so ops can reconcile faster.

Overview

Operations coordinators waste time reconciling orphaned attachments and incomplete tracking records, which creates blind spots in operations. This workflow routes email attachments to the correct tracking record and flags unmatched messages, eliminating orphaned files and giving ops a complete audit trail so issues get resolved faster.

Notable Features

Extract tracking IDs from subjects
Attach email files to records
Flag unmatched emails for review