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Create order work item from incoming order files

Create order work item from incoming order files

Incoming order files arrive in a shared folder without structure, forcing manual entry and delaying fulfillment. It creates a work item and sheet row so coordinators start fulfillment the same day.

Create order work item from incoming order files

Overview

When order PDFs and CSVs pile up in a shared folder, your coordinators waste hours on manual entry and fulfillment stalls. This flow turns each new order file into a standardized work item and logged sheet row, so coordinators can begin processing the same day and keep SLAs on track.

Create order work item from incoming order files