5 ways Karbon’s new Triage email experience will improve your workflow
Senior Product Manager, Amelia Freeman, shares exciting new changes to Karbon's supercharged email inbox, Triage.
After almost 10 years, Triage in Karbon is receiving its first major change.
A decade ago, Karbon was formed based on the belief that accountants deserved a better solution to help them work together and communicate with clients.
In an early product concept meeting in 2014, the idea of Triage—a ‘supercharged inbox’—was identified as a key component to that solution.
After all, email is at the heart of client relationships in every accounting business. It’s a universal communication medium, most client inquiries still come through email first, and it’s used to share documents, kick-off jobs, provide updates, and request more information.
But email is only useful when, and if, it’s critically integrated into business workflow. That’s where Triage steps in.
What is Triage?
Triage is first and foremost about your email inbox—but also so much more. It syncs directly with your email client, consolidating email with your Karbon notifications, notes, work items, timesheets, and internal and external comments.
The result is one centralized location for you to action—or triage—everything that needs to happen.
Triage helps you quickly take care of what's critical and urgent now. Other items can be assigned to colleagues or to yourself for action later, or you can discuss things internally by adding a comment to anything.
You’re effectively triaging your communications, sending it off to the correct person, place, and time for action.
What is changing in Triage?
Like many of our feature releases, the new Triage experience incorporates customer feedback we’ve received about Triage, including a number of improvements we identified as well. This new experience has been in early access beta for six months, and is available in your Karbon account right now.
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