A client sends a request — a wire, a distribution, a beneficiary change, or news of a life event — and it needs to be captured and actioned before it slips. Forward it to Amy and it pulls out exactly what’s being asked, what you need to execute it, and a draft acknowledgment so nothing falls through and the client hears back fast.
Forward the client's email to Amy with this note
What you get back
- A clear statement of the request with amounts, accounts, and deadlines
- The steps, documents, and approvals needed, with compliance items flagged
- A draft acknowledgment confirming receipt and next steps
Required integrations
Add “and create a task with the deadline” so the request lands on your list with a due date instead of living in your inbox.
