Agentic Tech Automations
Email & document handling

Equipment collection requests from email to Google Sheets

A workflow that reads collection requests from emailed PDFs and adds pickup details, contacts and equipment quantities to a shared Google Sheets tracker.

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The business challenge

Staff can spend time opening incoming attachments and copying each request into a shared tracker.

What we built

  • Check incoming requests and skip identifiers already recorded.
  • Extract pickup dates, site contacts, equipment locations and quantities from the collection form.
  • Write formatted request details into Google Sheets.

The business value

Helps the operations team prepare collection work without retyping each emailed form.

Next step

Have a similar task in your business?

Book a meeting to discuss what your team does today and where automation could help.