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A partner often thinks of an activity to fund mid email thread. Letting them email the details captures the moment: the AI agent reads the forwarded message and fills in the request form for them, so the request still lands against the right fund and partner without anyone opening a portal. Reach for this when your partners live in email and friction kills participation.

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What you’ll achieve

An off-portal MDF request path: partners forward an activity to a support address, the AI agent maps it into your request form, and the request arrives attributed and CRM-ready like any other submission.

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Before you start

1

Enable the AI agent

The AI agent reads forwarded emails and submits requests. Confirm it is enabled for your program.
2

Confirm the fund and its request form

A fund with its request form must exist, so the agent has a form to map the email into. See Set up an MDF program.

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Steps

1

Set up the partner support email

Confirm your partner support email address is active. Partners forward a lead to it, and the AI agent reads the email and submits the for them.
2

Tell partners they can email

Share the address and a short note that they can forward a prospect with a sentence of context to a deal, no portal needed.
3

Let the agent fill the form

The agent maps the email into your form, so the deal still lands attributed and CRM-ready.

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Verify it worked

Send a test email to the partner support address, then confirm the request appears in Submissions against the right fund, attributed to the partner.

Request funds by link

Give partners a link as well.

Run the MDF request-to-payout flow

Review and process the requests that come in.

Implementation reference

Full request and submission configuration options.