# Enquiry Email to Job Record Without Retyping

Source: https://maito.app/workflows/turn-enquiry-emails-into-job-records

Maito reads each enquiry email, fills in a job record with customer, address and service, matches repeat customers, and lists what's missing.

A free-text job request becomes one checked enquiry record, without anyone retyping it.

[Sales](https://maito.app/workflows/team/sales) · [Home services](https://maito.app/workflows/industry/home-services) · When something happens · Updated October 19, 2026

Works with

-   Slack
-   Email
-   Gmail
-   Microsoft 365
-   Superhuman Mail
-   [HubSpot](https://maito.app/workflows/tool/hubspot)
-   [Salesforce](https://maito.app/workflows/tool/salesforce)
-   [Attio](https://maito.app/workflows/tool/attio)
-   [Pipedrive](https://maito.app/workflows/tool/pipedrive)

## How 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

1.  Pull the name, address, service and dates from the email
2.  Match the sender to an existing customer
3.  List anything missing
4.  Create one enquiry for review

## Example

Loop run: New email in quotes@northstar.example

**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

When something happens Turn enquiry emails into job records

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

### Which CRMs does it work with?

HubSpot, Salesforce, Attio and Pipedrive through MCP, and email through Gmail, Microsoft 365 or Superhuman Mail.

### Does it create records without asking?

No. It drafts the record for review and creates it after you approve.

### What if the customer says 'same as last time'?

It checks the old job and warns you when the new request is bigger, so you don't price from the old one.

## More sales workflows

-   [Research an account before a call Get a one-page brief on the company and the people you're meeting, without opening ten tabs. Sales · When you ask Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/research-an-account-before-a-call)
-   [Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/brief-every-meeting-automatically)
-   [Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/draft-the-follow-up-after-a-sales-call)
-   [Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.](https://maito.app/workflows/update-the-crm-from-a-slack-thread)
-   [Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/weekly-pipeline-review)
-   [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

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[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fturn-enquiry-emails-into-job-records)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)