Never miss partner referrals in your intake channel

Operations coordinators miss partner referrals when emails sit buried in a shared inbox, delaying intake triage. So staff triage quickly and avoid missed referrals.

Overview

Inbox pileups create intake backlogs and let partner referrals slip past operations coordinators, risking service delays and lost opportunities. This workflow routes, tags, and alerts referral emails into the intake channel and creates follow-up tasks, ensuring faster triage and near-zero missed referrals.

Notable Features

Send categorized alerts to intake channel
Tag referrals by partner and urgency
Create intake tasks for timely triage