1.Monitors new report files
Integrate Google Drive and file storage automation to detect new files in the report folder to archive transaction reports.
Send dated transaction report and copy to archive folder
Automatically monitor new transaction report files across Google Drive. Create and update dated archive copies and send emails to stakeholders when report files are added, created date changes, or qualifying uploads landβso you can archive, notify, and retrieve without manual reporting.
How this automation preserves dated copies in your archive
When new report files appear in your folder, delays can break the audit trail and slow retrieval. This automation formats dates, copies reports to your archive, and sends emails with the archived linkβso you can keep delivery on time.
Google Driveor swap with your favorite app
2.Formats the file created date
Integrate Formatter by Zapier and date parsing to map file created dates to readable timestamps to standardize filenames.
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3.Copies files into the archive folder
Integrate Google Drive and document archival workflows to copy the file to the archive folder and rename it with the formatted date to preserve records.
4.Sends the dated report email
Integrate Gmail and email delivery tools to send the dated report email with the archived file link so partners receive reports promptly.
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