Content
AI Referral from Mailbox
Release date:
Jan 14, 2026
AI Referral from Mailbox
Introducing an automated flow that creates referrals from emails received in the referral mailbox using AI processing.
How It Works
When an email is received at the designated referral mailbox, an automation flow is automatically triggered
The system sends the email content and/or attachments to the AI referral engine
The AI processes the information and creates a new referral with the extracted details
Processed files are automatically attached to the referral during creation
Good to Know
This feature streamlines the intake workflow for practices receiving referrals via email
Reduces manual data entry by automatically extracting key referral information from email content and attachments










