Provide Dock Customer Success Team with the following:
What email system do you use?
Who is the e-mail account owner for the e-mail inbox being automated?
What is the e-mail address?
Indicate below which data points you will like to use to automate triggering workflows or tasks.
From Email Address | Subject Line | Dock Workflow/Smartflow Name | Dock Task List Name | Dock Task Group Name | Who is assigned the task (if not a workflow) | Due date |
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