Create closed job records from daily RO emails
Create closed job records from daily RO emails
Your RO CSV emails leave closed repair orders untracked, blocking customer purchase and vehicle data from marketing. Centralize those records so segmentation and campaigns are updated same day.
Overview
Daily RO emails often sit in inboxes, leaving purchase and vehicle signals out of marketing systems and slowing campaign readiness. This flow captures CSV attachments, structures each closed order as a table record, and delivers clean segmentation data to campaign managers the same day.