Create appointment record and alert client from files
Create appointment record and alert client from files
Your appointment PDFs in the shared drive arrive unstructured, leaving schedulers unable to confirm bookings. You receive parsed appointment details emailed to clients and an updated sheet same day.
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Overview
Reduce manual scheduling work and missed bookings by turning packing-list PDFs into structured appointment records for schedulers and case managers. The flow parses the file, updates your master sheet, and emails clients within minutes so confirmations happen same day.