This custom process sends summary notifications to each of the relevant users when there are 'Draft Filed' emails or documents in their In Tray.
This custom automation has been created by the FYI team, ready to be imported to use in your practice.
To download our quick reference guide, click here (or download the file from the bottom of this article).
Importing this Custom Automation
Click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
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