Wellbound Workflow Manager

Topic title

Primary recipient

Email

Assign to teammate

Currently waiting for response from

Dump zone — paste any emails, context, background. AI will parse and ask questions before acting.

Attachments (PDF, Word, Excel, text, images)

📎 Drop files or click to browse

Record what you actually sent — you may have edited it in Outlook.

Subject (as sent)

Sent to (name)

Sent to (email)

CC (optional)

Paste the email body you sent (optional but recommended)

Any changes from the draft (optional)

Paste any info — AI extracts details automatically

Aide last name

Aide first name

Aide mobile

Aide email

Patient name

Cert type

Intake coordinator

School (if known)

Name

Email

Title

Phone

Full name

Email

Role

Wellbound Workflow