Turn enquiry emails into job records
A free-text job request becomes one checked enquiry record, without anyone retyping it.
Sales · Home services · When something happens · Updated
Works with
- Slack
- Gmail
- Microsoft 365
- Superhuman Mail
- HubSpot
- Salesforce
- Attio
- Pipedrive
Slack
Gmail
Microsoft 365
Superhuman Mail
HubSpot
Salesforce
Attio
PipedriveHow do you turn enquiry emails into job records?
To turn enquiry emails into job records, set Maito up on your quotes inbox and connect your CRM. It reads each email, drafts a record with customer, address, service and timing, and matches the customer to past jobs. It lists missing details. You approve the record, then it creates it.
How it's done today
Staff copy the address, service and contact details from the inbox into the CRM.
What Maito does
- Pull the name, address, service and dates from the email
- Match the sender to an existing customer
- List anything missing
- Create one enquiry for review
Example
Loop run: New email in quotes@northstar.example
Draft enquiry, ready to review. Customer: Helen Ortiz, helen@globex.example, 555-0147 Address: 48 Alder Lane Service: deep clean after a renovation, 3 bedrooms, about 1,800 sq ft Preferred: week of Nov 2 Matched to Helen Ortiz, job #2291 (Aug 2026), by her email address. Catch: she wrote "same as last time", but job #2291 was a standard 2-bedroom clean at $190. This is bigger and post-renovation, so don't price it off the old job. Missing: access (key or someone home) and whether there's drywall dust.
@Maito Looks right. Create it and draft the two questions to her.
Enquiry E-3318 created and linked to Helen's record. Questions about access and drywall dust are drafted below for your OK. They go out only when you approve.
Maito (8:31 AM):
Draft enquiry, ready to review.
Customer: Helen Ortiz, helen@globex.example, 555-0147
Address: 48 Alder Lane
Service: deep clean after a renovation, 3 bedrooms, about 1,800 sq ft
Preferred: week of Nov 2
Matched to Helen Ortiz, job #2291 (Aug 2026), by her email address.
Catch: she wrote "same as last time", but job #2291 was a standard 2-bedroom clean at $190. This is bigger and post-renovation, so don't price it off the old job.
Missing: access (key or someone home) and whether there's drywall dust.
Mia (8:40 AM):
Looks right. Create it and draft the two questions to her.
Maito (8:41 AM):
Enquiry E-3318 created and linked to Helen's record. Questions about access and drywall dust are drafted below for your OK. They go out only when you approve.
How to set it up
- Ask your agent
“When an email arrives at quotes@northstar.example, draft an enquiry from it, match it to an existing customer by email or phone, and post it in #quotes for Mia to review before anything is created.”
- Connect email
- Gmail
- Microsoft 365
- Superhuman Mail
- Connect CRM
- HubSpot
- Salesforce
- Attio
- Pipedrive
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It can only read what the customer wrote. If key details are missing, it lists the questions and doesn't guess.
Questions
HubSpot, Salesforce, Attio and Pipedrive through MCP, and email through Gmail, Microsoft 365 or Superhuman Mail.
No. It drafts the record for review and creates it after you approve.
It checks the old job and warns you when the new request is bigger, so you don't price from the old one.
