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For construction co-owners: capture referral CSVs to drive

For construction co-owners: capture referral CSVs to drive

Co-owners miss referral CSVs buried in inbox labels, causing processing delays and leadership blind spots. Extract CSVs to a shared drive so operations and leadership receive referral reports.

For construction co-owners: capture referral CSVs to drive

Overview

Lost referral lists create blind spots that delay project intake and vendor coordination for construction co-owners. This workflow extracts CSVs from labeled emails and delivers them to a shared drive so leadership and operations always have organized referral reports and response times drop dramatically.

Notable Features

  • Extract CSVs from labeled emails
  • Save files to shared drive
  • Notify operations and leadership

For construction co-owners: capture referral CSVs to drive