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Create signed quote cards and log to sheets

Create signed quote cards and log to sheets

Signed quotation emails arrive unstructured, leaving amounts and seller names untracked. Capture amounts and seller names into a card and spreadsheet so coordinators have records same day.

Create signed quote cards and log to sheets

Overview

Signed quotations often arrive as freeform email, leaving billing and delivery teams to hunt for amounts and seller details. This workflow extracts the key fields, creates a work card, logs a spreadsheet row, and alerts Slack so coordinators and billing can act on deals the same day.

Create signed quote cards and log to sheets