For software project managers: ensure customers get booking waivers

Project managers miss vendor confirmations buried in email, risking unsigned waivers and failed customer check-ins. This workflow finds confirmations, links orders to vendors, and sends booking + waiver links so customers complete check-in.

Overview

Missed vendor confirmations leave customers without required waivers and force project managers into manual follow-ups. This workflow converts confirmation emails into actionable events—matching orders to vendors, sending tailored booking details and waiver links, and updating records without manual steps. The result is faster handoffs, zero missed follow-ups, and cleaner order data for your project team.

Notable Features

Extract confirmation links from email
Match confirmations to orders and vendors
Send tailored booking emails to customers