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.