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Update tasks from partnership emails and attach documents

Update tasks from partnership emails and attach documents

Vendor partnership emails often lack a task link or identifier, delaying document intake. Tasks are updated with parsed partnership names and attachments so coordinators can act same day.

Update tasks from partnership emails and attach documents

Overview

Incoming vendor emails about partnership filings often arrive without a linked task or clear identifier, slowing processing and follow-up. This workflow extracts the master partnership name, updates the matching task with attachments and tracking, and alerts operations so coordinators can act same day.

Update tasks from partnership emails and attach documents