Keep marketing ops' course payments reconciled in sheet

Marketing ops miss enrollment revenue when payment emails pile up, causing reconciliation gaps. It records payment emails to a central course payments sheet so finance and ops reconcile promptly.

Overview

Unreconciled course payments create forecasting blind spots and extra work for marketing ops and finance. This workflow captures payment emails and records them in a single payments sheet, eliminating manual entry and preserving enrollment records. Teams report faster reconciliation and fewer missed records.

Notable Features

Capture payment details from emails
Create rows in central payments sheet
Alert finance on missing reconciliations