Project managers: attach reservation emails to villa records
Project managers: attach reservation emails to villa records
Project managers miss villa reservation emails that lead to double bookings and last-minute handoffs. Capture villa name, message, and attachments to the matching record so operations act immediately.
Overview
Missed reservation emails cause double bookings and scramble operations. This workflow attaches reservation messages and files directly to the correct villa record, eliminating missed details so property managers act immediately. The result is zero missed follow-ups and smoother handoffs for project managers.
Notable Features
- Extract villa name from emails
- Attach messages and files
- Update matching villa records