Route labeled inquiries to investment reviewer for triage
Route labeled inquiries to investment reviewer for triage
Your labeled inquiry emails sit unforwarded in inboxes, delaying triage and leaving reviewers without context. This routes those messages to the reviewer so they can triage and assign same day.
Workflow preview:
Zap details:
Overview
Stop the manual forwarding that stalls triage and slows assignment—this flow makes sure labeled investment inquiries land with the right reviewer instantly. Reviewers receive full message context so they can triage and assign same day, improving handoffs before kickoff.