Create promo reservation items from uploaded CSV files
Create promo reservation items from uploaded CSV files
Your discount CSVs land in SharePoint and manual parsing delays reservation tagging. Benefit: qualifying bookings are added to your operations board the same day.
Overview
When discount bookings arrive as CSVs, reservations teams often miss or mis-tag promo reservations. This workflow extracts qualifying rows and creates board items so reservations managers get actionable booking records for fulfillment and reporting the same day.