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Route emails based on content

What does this automation do?

Automate email routing based on content to ensure important communications reach the right people quickly. This automation allows you to define rules based on keywords or other criteria within emails. When an incoming email matches these rules, the system will automatically forward it to designated recipients, streamlining communication workflows.

Email

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How does the implementation work?

Here is our 5-step process for turn-key automation:

  1. We assess your needs and verify that the automation does what you expect.
  2. We map out the systems you currently have in place, and identify any additional needs.
  3. We send you a proposal for implementation.
  4. We implement the automation.
  5. We provide documentation and training for the automation.
What processes this automates

Automated customer support ticket routing

Ensures customer inquiries are immediately directed to the appropriate support teams based on keywords in the email, leading to faster response times and improved customer satisfaction.

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Sales lead qualification and distribution

Automatically identify and route potential sales leads to the sales team based on keywords indicating sales interest, accelerating lead response and increasing conversion rates.

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HR application management

Sort and route job applications to the HR department based on keywords in the application or email, streamlining the hiring process and ensuring timely review of relevant candidates.

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Compliance and risk monitoring

Automatically flag and forward emails containing compliance-related keywords to the compliance team, enabling proactive monitoring and mitigation of potential risks.

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Priority email handling for executives

Route emails from VIP clients or partners, or emails containing urgent keywords, directly to executive inboxes, ensuring critical communications are promptly addressed.

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