Running Daily Operations

Forward it. SnoBase handles the rest.

Every SnoBase account gets dedicated email addresses for orders and data. Forward any sales-related email, SnoBase automatically categorizes it, identifies the task, and lets you forward it to the right person.
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Inbox Ingestion
Recent Emails
Auto-categorized Emails
Urgent PO - Midwest Munchies
Received Jun 1 · 1:41 PM
Purchase Orders
KeHE data - can you analyze
Received Jun 1 · 1:39 PM
Analytics Data
New retailer form - Target
Received Jun 1 · 1:35 PM
Retailer Forms
PO attached - rush delivery
Received Jun 1 · 1:30 PM
Purchase Orders
STEP 01 - INBOX INGESTION

Every email categorized.

Forward any sales-related email to your SnoBase inbox. Read it, tags it, and surface the action that needs to happen.
  • Categorization: Purchase Orders, Analytics Data, and more
  • Works with any email client
  • Nothing gets lost or missed
→ Learn about Inbox Ingestion
STEP 02 - FORWARD AND ASSIGN

Forward to the right person in one click.

Once SnoBase identifies the task, forward it to the right team member instantly. No more digging through email threads or manually routing requests.
  • Forward to any team member with one click
  • Task is identified and ready to action immediately
  • Full email thread preserved for context
→ Learn about Inbox Ingestion
Urgent PO - Midwest Munchies - need by Friday
ReceivedJune 1st at 1:41 PM
FromKevin Mannering
CategoryPurchase Orders
They want rush delivery on this, can we accommodate??
Forward to email
paola@snobase.com
Forward →
Task Tracking
✓
Urgent PO - Midwest Munchies
Forwarded to paola@snobase.com
Complete
✓
KeHE data - can you analyze
Forwarded to kevin@snobase.com
Complete
○
New retailer form - Target
Awaiting action
Pending
○
PO attached - rush delivery
Awaiting action
Pending
2 of 4 tasks completed today
50%
STEP 03 - MARK AS COMPLETE

Your whole team stays aligned automatically.

Once the task is handled, mark it complete. Every email is tracked so your whole team has full visibility, no more following up to see if something was done.
  • Full task tracking for every email
  • Everyone on the team sees the same status
  • Nothing gets lost or forgotten
→ Learn about Inbox Ingestion
Results
What brands save with SnoBase.
95%
less manual data prep with automatic email ingestion
Auto
categorization for every sales-related email you receive
Zero
tasks falling through the cracks with full tracking
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