Breakout Session

The anatomy of a multi-line invoice: How Loews Hotels automates partner billing

Wednesday, Nov 5 | 11:30AM - 12:30PM

Details

Discover how Loews Hotels replaced their cumbersome, error-prone Excel invoicing with a streamlined Smartsheet system for billing major partners. In this session, the Loews team will demonstrate how they use a powerful combination of Document Builder, formulas, and automation workflows to create accurate multi-line invoices. You'll leave with a practical blueprint for building your own robust document generation processes with core Smartsheet tools to save time and reduce errors.

Content Track

Scale at any stage

User Level

Introductory

PMI Credits

1

Industry

All Industries

Speakers

Headshot of Darla Brown

Darla Brown

Process Improvement Manager

Darla joined Loews Hotels in February 2018 after relocating from New Orleans. She began working in Smartsheet in 2019 and has been instrumental in numerous workflow improvements ever since. She took the initiative to learn expand and enhance her knowledge and in doing so, has become an advanced user of the platform and recognized as an Overachiever. She is also part of the Mobilizer and Early Adoption Programs. She wears many hats (mom, singer, musician, admin, finder of process gaps, creative, event planner) Truth be told, she would just rather be laying on a beach.

Headshot of Thomas Doyle

Thomas Doyle

Manager, Product Management

Thomas Doyle is a Senior Product Manager at Smartsheet, leading Document Builder and Content Automation products. He’s focused on practical ways AI can automate document processes and connect everyday content with structured Smartsheet workflowsso projects move faster with less friction and more control. Previously, he led product at Outfit, a content-automation startup acquired by Smartsheet.