Capture applicant info into sheet for ops processing

Operations coordinators miss applicant details in shareholder benefit emails, causing fulfillment delays. It extracts applicant data into a master spreadsheet so processing can begin.

Overview

Missing applicant details in benefit emails create fulfillment gaps and manual rework for operations. This workflow parses every application into a centralized spreadsheet and alerts coordinators so processing can begin without transcription. Operations teams report fewer missed entries and smoother handoffs.

Notable Features

Extract applicant fields from emails
Add rows to master spreadsheet
Alert operations coordinators on new records