Forward an email into Flow
Forward any client email to yourself and Flow drafts the reply to the person who wrote it. Add a note on top to say what you want. You approve it before anything is sent.
- NewForward an email to your own address, and within a few minutes the drafted reply is waiting on Tasks, addressed to the person who originally wrote it.
- NewType a note above the forwarded email, like "send them the signed contract", and Flow follows it.
- NewIt is filed with the right client, and a document they asked for is attached from your Sent mail, only if you already sent it to them.
- NewNothing to set up beyond Gmail tracking. Anything else you send yourself is left alone.