Send incoming client file and review note to team
Send incoming client file and review note to team
Your incoming client emails with attachments often miss proper handoff, delaying review and portal updates. It delivers a consolidated review bundle to PSA staff for same-day action.
Overview
Incoming client emails with attachments should not stall reviews or portal updates. This flow delivers a single review bundle to PSA staff and sends the sender clear next steps, so project managers can complete handoffs same day.