Distribute supplier ops data

Distribute personalized operations data to each management team based on territory. Each recipient will receive only the report records that they own.

Workflow steps in Catalytic

Pull data from order management system

1

Filter the spreadsheet per unique owner

2

Send a custom report to each record owner

3

Send a confirmation email to the process owner

4

Tagged:

supply chain ops

tasks forms

document assembly

data processing

Created by: Catalytic

Already a Catalytic user?

Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.