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For project managers: capture site-visit and survey emails instantly

For project managers: capture site-visit and survey emails instantly

Project managers lose site-visit and survey emails, creating gaps in records. This workflow logs qualifying emails into a central spreadsheet with concise summaries to maintain an auditable register.

For project managers: capture site-visit and survey emails instantly

Overview

Project managers risk incomplete records and weak audit trails when site-visit and survey emails go unlogged. This workflow captures and summarizes every qualifying email into a single spreadsheet, creating an auditable register and enabling faster handoffs; teams gain reliable visibility and fewer missed entries.

Notable Features

  • Create spreadsheet row for each email
  • Summarize email content into concise notes
  • Flag qualifying emails for follow-up

For project managers: capture site-visit and survey emails instantly