Email Intake
Capture incoming emails and route them so your agency can respond faster and stay organized.
Email intake
Email intake turns incoming messages into a simple work entry for your team. For agency owners, that means new requests can move out of a crowded inbox and into a clearer process.
Email intake helps you speed up first response, handle requests the same way every time, and reduce inbox chaos as volume grows.
How it typically helps
- Triage incoming requests so the right work gets attention first.
- Route messages to the right person or team based on the request.
- Improve visibility so new work is easier to track than buried email threads.
What to set up
Inbox capture
Collect incoming messages in one place so requests do not get lost across personal inboxes.
Routing rules
Define how different request types should move to the right team or workflow.
Response workflow
Decide how your team acknowledges, assigns, and follows up on new requests.
Reporting and check-ins
Review intake volume and response patterns so you can spot delays and adjust process.
Setup checklist
Define the intake purpose
Decide what types of client requests should come through email intake and what outcome you want from it.
Connect the intake channel
Set up the email source your team will use for incoming requests.
Test with sample emails
Send a few test messages to confirm that requests arrive where you expect them to.
Confirm handoff to the right team
Check that each request reaches the person or team responsible for follow-up.
Next step
Last updated 1 day ago
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