Dear all,
I am trying to build an automation that helps a CPA studio to manage documentations from clients to fill annual reports.
I have taught in this way
module 1: google form" to get data and documents
module 2: google sheet search for records to look up for the customer
router : if the customer exist/does not exist
branch A the customer exist
module 3-A google update a row it update the row
module 4-A open ai transform text in structured data to mark the status of documents complete or incomplete based on the upload history
module 5-A module send email send an email with notification to the CPA and customer based on the status
branch B the customer does not exist
module 3-A google create a row it update the row
module 4-A open ai transform text in structured data to mark the status of documents complete or incomplete based on the upload history
module 5-A module send email send an email with notification to the CPA and customer based on the status
What do you think about?
how do you should do it?
Thanks a lot!