Capture sent estimates into construction projects spreadsheet for marketing ops

Marketing assistants miss project rows when estimate-sent emails go unlogged, causing booking confusion. Add a projects row from each estimate email so marketing and ops can track confirmations.

Overview

Construction marketing risks booking confusion when estimate emails aren't recorded, leaving confirmations and reports unreliable. This workflow captures each sent estimate as a projects spreadsheet row so marketing and operations share a single source of truth. Teams report faster handoffs and zero missed follow-ups.

Notable Features

Create spreadsheet rows from emails
Extract project numbers and details
Notify operations of new entries