10 / WORKFLOW
PO Autosave
PO mail found, downloaded and filed into its folder without being opened
98% time saved
PROBLEM
PO mail arrived through the day. Every one meant opening the attachment, checking what it was, renaming it and filing it. Miss a PO whose delivery date had changed and it became a shipping incident.
THE OLD PROCESS
- 01Check the mailbox
- 02Open the attachment to see what it is
- 03Download it
- 04Rename it to the file convention
- 05Move it to the right folder
WHAT I BUILT
- PO mail is identified by sender and subject rule, so nothing else is picked up
- The PO PDF is saved straight into its designated folder
- It runs on its own — no manual step