AI-Agents for Client Services Managers in Intake working with Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Remove Work Labels
Remove work labels from client threads when assigned tasks finish.
Keep your shared inbox in step with completed tasks. Finished email conversations lose their work label, and you get a confirmation.
Works with
9 tools
9 tools
Send Client Welcome Email
Keep new client welcomes moving and alert the account owner to gaps.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
Works with
24 tools
24 tools
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