⚡ Quick Actions
Trigger workflows and operations
Process DocuSign Completed Contracts
Scan for 'Completed' DocuSign emails → extract PO# → update Morgan Job Status & PO List → move files → unflag emails
Process Contract 1 Sign
Scan 1 Sign folder → review files → update Morgan Job Status & PO List
Check for Flagged Bills & Invoices
Scan flagged inbox → identify bills → save to scans/bills/ → unflag
Process Job Notes
Salvador & Anthony field photos & PDFs → PDF → SharePoint
Run Backup
Create workspace backup and upload to SharePoint
Send Proposals
Scan proposals folder → review & select → update Morgan Job Status → move to Sent
Process Sub Bills
Scan inbox for vendor bills → save to sub bills/ → move email → unflag
Generate PO List
Generate PDF from POs To Schedule sheet with today's revision date
Process Payment Received
Parse Paymode PDF → update Open Invoices & Morgan Invoiced → verify totalsv2.1 • auto-rollback
Label Bills (Morgan Match)
OCR bills in scans/bills → match to Morgan Properties jobs → stamp PDFs with job name + confidence %
AmEx Expenses
Categorize and total American Express charges
Brain Call
Initiate a voice call with Claude Santos
Refresh Job Data
Re-sync Morgan Job Status from SharePoint