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Create or update P.O. records from email attachments

Create or update P.O. records from email attachments

Your P.O. PDF attachments sit in email unprocessed, delaying procurement and obscuring key P.O. fields. It creates or updates project board items so teams can act on normalized P.O. data same day.

Create or update P.O. records from email attachments

Overview

Turn vendor P.O. PDFs buried in inboxes into structured board records so procurement coordinators and analysts get auditable data without manual entry. That reduces intake lag and enables same-day review and downstream reporting.

Create or update P.O. records from email attachments