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Create policy data rows from hourly email attachments

Create policy data rows from hourly email attachments

Your hourly policy CSV attachments sit in email unprocessed, delaying reconciliation. You get rows added to your operations sheet so coordinators can reconcile and route same day.

Create policy data rows from hourly email attachments

Overview

When hourly policy CSVs land in your inbox they often sit unprocessed, creating reconciliation bottlenecks and delayed partner notifications. This workflow extracts those CSVs and adds clean rows to your operations sheet so program coordinators can reconcile and route policies the same day.

Create policy data rows from hourly email attachments