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Email Processing: Handy but Clunky?

penny walker's avatarpenny walker

Real quick between calls—anyone feel the email attachment processing is a bit... eccentric? Maybe it's just me, but sending statements over email to process feels like faxing in the 21st century. Rocket Statements auto-process feature is neat, but juggling between emails and the platform feels clunky.

Usually end up having to double-check if everything went through, not sure if I'm getting the hang of it or if it's just the nature of email workflows. Sometimes stuff gets stuck or doesn't convert quite right. Kinda wish there was a cleaner integration between my email app and Rocket. Can't tell if it's me or something everyone deals with. Are there better practices out there?

And is the Google Sheets Addon any smoother?

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