Move email-triggered tasks to the correct project list
Move email-triggered tasks to the correct project list
Your onboarding emails arrive unstructured, leaving cards in wrong lists and managers without client context. It moves and dates cards with extracted client details so owners can triage same day.
Overview
When onboarding emails arrive unstructured, your managers spend time triaging instead of executing. This flow extracts client context, routes cards to the right project list, and sets due dates so owners can act the same day.