Create onboarding tasks from merchant request sheet rows
Create onboarding tasks from merchant request sheet rows
Your merchant request sheet rows lack owners and structured details, leaving BD unable to triage requests quickly. Create task records and send confirmation emails so work starts the same day.
Overview
Merchant requests should flow straight into BD work queues, not sit as ambiguous sheet rows. This workflow turns each updated request into a scheduled task with an owner lookup and a confirmation email so BD coordinators can act the same day and reduce manual handoffs.