Vendor reporting requires agents to manually track active transactions, gather vendor contact information, draft custom emails, monitor responses over several days, and compile data into client reports.
Automation handles vendor outreach, response collection, and report generation end-to-end. Personalized emails go out instantly, responses are captured and parsed automatically, and branded client reports are ready within hours instead of days.
The full workflow, from trigger to completion.
A transaction status changes to active or a scheduled update window opens. The automation is triggered immediately.
The automation retrieves the transaction details and vendor contact list, including all linked vendors and their email addresses.
The automation drafts personalized vendor request emails based on transaction type and vendor role, then sends them with a tracked deadline.
The automation monitors the inbox for vendor responses, logs them, and sends automatic follow-up reminders to non-responders after 3 days.
Vendor responses are automatically parsed and organized into a Google Sheet, extracting key dates, status, and notes without manual copying.
The automation creates a formatted, branded client report from the compiled vendor data and transaction details, ready to send.
The report is sent to the client, logged, and the transaction record is updated with the latest status and next steps.
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