For IT: Update support records from daily shipping sheet

IT admins reconcile open enquiries with the shipping sheet, forcing support agents to do manual order lookups. Daily reconciliation updates support records so agents see current order status.

Overview

Support agents waste time on manual order lookups and can miss return updates, risking SLA breaches and escalations. This workflow keeps the helpdesk aligned with your shipping spreadsheet and removes manual lookups, so agents respond with current return and collection statuses. The result is faster response times and far fewer manual interventions.

Notable Features

Update support records daily
Lookup order numbers in spreadsheet
Notify agents of status changes