Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Reply to spreadsheet export requests with the requested CSV file.
Your coworkers get the Google Sheets tab they asked for as a CSV attachment, or a reply explaining what needs fixing.
Check emailed requests and confirm each valid table entry by ID.
Turn emailed entry requests into database rows, with a reply that confirms the ID or tells the sender what to fix.
Email ready view exports to the teammate handling each handoff.
Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.