Send supplier and customer creation request email to team
Send supplier and customer creation request email to team
Your supplier and customer intake rows sit idle in a shared sheet, delaying accounting and project managers from creating records. It sends a formatted request email so records can be created same day.
Overview
When intake rows sit idle, accounting and project teams stall on record creation and onboarding. This flow turns sheet updates into a single, formatted request email within minutes, so ERP records get created the same day and PMs receive confirmation to proceed.