Situation

An order clerk copied inquiry emails into a spreadsheet, then into another internal system. The steps were stable, but one mistyped row meant redoing the whole order. The goal was not another back office — it was removing the repetitive copying first.

Approach

• Record one full real run, including missing attachments and duplicate inquiries
• Handle stable spreadsheet and email fields with a script
• Keep price exceptions and delivery promises at a human checkpoint
• Alert on failure, and document how to finish an order manually

Deliverables

• Flow documentation and exception list
• A schedulable script with configuration
• Log locations and failure notifications
• Manual fallback steps and handover records