1.Detect new file in subfolders
Integrate Microsoft SharePoint and file libraries to detect new statement PDFs and capture the file content and filename.
Copy credit card statements to controller review folder
Automatically watch for new file in subfolders across Microsoft SharePoint. Automatically upload each statement to the controller review folder and notify reviewers—so you can speed up review, reduce document routing, and keep uploads consistent without manual paperwork.
How this automation speeds up controller review
When new statement files land in operational folders, delays can block timely controller review. This automation watches SharePoint for new uploads, copies each file to the review folder, and emails reviewers with the attachment—so your team can verify statements faster.
Microsoft SharePointor swap with your favorite app
2.Upload to controller review folder
Integrate Microsoft SharePoint and document storage tools to upload the captured file content into the controller review site and folder.
3.Send review email with attachment
Integrate Email by Zapier and email delivery tools to notify the controller inbox and attach the uploaded statement copy.
E-Mail von Zapieror swap with your favorite app
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