Send nightly PO exception report to team chat
Send nightly PO exception report to team chat
Inbound purchase orders often lack a matching CRM deal, leaving bookings unrecorded. It posts the exceptions to your team chat so issues are triaged same day.
Overview
POs that aren't matched to CRM deals create hidden work and delay billing reconciliation. This flow surfaces unmatched POs into your team chat and delivers a clear, actionable list so billing and delivery can triage issues same day.