Create contract records, notify agent and admin from sheet
Create contract records, notify agent and admin from sheet
Your contract cover spreadsheet rows go unread, delaying contract intake and solicitor follow-up. You receive board items and agent confirmations to process contracts same day.
Overview
Signed contract covers need to become actionable records immediately or processing stalls. This flow creates tracked board items and sends both admin and agent confirmations so contracts are routed and processed same day.