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Create RFP tracker record from incoming vendor emails

Create RFP tracker record from incoming vendor emails

Your RFP emails sit unstructured in inboxes, leaving proposal owners without region, project codes, or contact details. Capture and log every qualifying RFP as a tracker box so work can begin same day.

Create RFP tracker record from incoming vendor emails

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Overview

Untriaged RFP emails delay proposals and leave owners scrambling for context. This flow converts qualifying procurement messages into structured tracker boxes with region, code, and owner so bids can be assigned and started the same day.

Create RFP tracker record from incoming vendor emails