Create merchant records from incoming channel messages
Create merchant records from incoming channel messages
Your merchant application messages are unstructured and get buried, delaying onboarding. The workflow records parsed application details into a shared sheet so project managers can triage same day.
Overview
When merchant applications land in chat they too easily get overlooked, creating onboarding delays and extra rework. This workflow extracts and timestamps submission details into a single tracking sheet so project managers and coordinators can triage and act the same day.