SREC ops capture approvals and archive letters reliably
SREC ops capture approvals and archive letters reliably
SREC ops managers miss approvals in crowded inboxes, leaving records incomplete. It files approval status and letters into the portal sheet and project folders so managers can proceed.
Overview
Buried approval emails create incomplete records and stalled handoffs for SREC project managers. This workflow captures approval status and stores approval letters in the portal sheet and project folders, eliminating missed records and letting managers move projects forward without chasing attachments.
Notable Features
- Extract registration IDs from emails
- Add approval status to portal sheet
- Save approval letters in project folder