Currently the best way to be notified when a card receives an email is if you are assigned to that card. However if your process is managed by a team there’s no great way to flag a new email having come in to a card especially when there are many cards. In theory we could use the “when an email is received” automation trigger BUT that requires you select a phase. When a process has many phases this is hugely impractical. Therefore the suggestion is two fold:
- Short term: Allow the “when an email is received” automation to not require a phase
- Long term: Create a way for an entire team to easily identify any unread emails. Maybe a pipe can have an inbox of all the emails any card in the pipe receives? Not sure the best solution but maybe we can share ideas below?