Add or update PO lookup records from inbound email
Add or update PO lookup records from inbound email
Vendor PO emails arrive unstructured, leaving program managers and billing unsure which PO maps to a project. Capture and standardize PO fields so teams reconcile invoices and schedule work same day.
Overview
When vendor PO emails arrive as freeform messages, your program managers and billing team spend hours matching POs to campaigns and chasing invoices. This workflow extracts PO details and keeps a central lookup table up to date so teams can reconcile invoices and assign work the same day.