Create project folders and log new installs from email
Create project folders and log new installs from email
Your enquiry emails often arrive without job folders or a tracking record, delaying visits and invoicing. The workflow creates a client folder and logs a spreadsheet row so coordinators can act same day.
Overview
When enquiries land in your inbox without structure, scheduling and invoicing stall and coordinators waste time hunting for details. This workflow parses each enquiry, creates a job folder and logs the job row so operations coordinators can schedule and invoice the same day.