Tag collection

#email-triage

2 solutions tagged “email-triage”.

Workflows

Built by Microsoft

Sales Lead Qualifier

Sales & marketing

Two shared-inbox workflows that qualify sales enquiries with BANT: log leads to tiered Excel tables, or create structured Dataverse records with linked hot-lead alerts. Choose based on your use case and licensing.

JL PB

Isha Gautam, Jasmita Lamba, and Pulkit Bhagat

Workflows

Inbound Request Triage

Operations

A shared mailbox workflow that classifies inbound requests, acknowledges the sender, and routes an internal summary to the owning team using an agent-selected address.

JL IG

Jasmita Lamba and Isha Gautam