Stage 2 preview

Inbox / Intake

Reports sent by companies and coaches arrive here, ready to be matched to a client and imported.

Incoming Messages

Experian reports for leadership cohort
From: hr@acmeleadership.com
3 PDFsReady to Import
Credit reports after financial wellness session
From: operations@northstarceo.com
1 PDFNeeds Client Match
Sample credit review files
From: admin@executivewellness.com
2 PDFsImported

Email automation can be enabled after client matching rules are confirmed. The first MVP will support manual upload and prepare the foundation for automated email intake.