Stamp handover records with dates from order emails
Stamp handover records with dates from order emails
Project handover records miss dates when order confirmation emails arrive unparsed, leaving coordinators without delivery context. It adds dates from emails so coordinators see context within minutes.
Overview
Order confirmation emails often arrive unparsed, leaving project handovers without delivery dates and forcing coordinators into manual checks. This flow extracts deal references from email subjects, finds the right handover record, and stamps it with the email date so coordinators have accurate order context within minutes.