Send parsed client-intake alerts to your team channel

Your intake emails arrive untriaged and delay initial client contact. Get parsed alerts in your team channel so coordinators can triage and reply the same day.

Send parsed client-intake alerts to your team channel

Overview

Intake emails often pile up untriaged, slowing first contact and costing consult opportunities. This flow parses incoming inquiries and posts concise alerts to your intake channel, letting coordinators triage and respond the same day.

Send parsed client-intake alerts to your team channel