Create client rows from commission emails for tracking
Create client rows from commission emails for tracking
Commission emails with client names and phones sit unstructured in your inbox, delaying roster updates. Parsed client rows go to a shared sheet so coordinators can act faster same day.
Workflow preview:
Zap details:
Overview
Unstructured commission emails force manual copying and slow outreach. This flow captures those messages, parses client name, phone, and amount, and writes clean rows to a shared sheet so coordinators can follow up same day.