Extract account numbers, retrieve data from Google Sheets, and send financial summary via Gmail
Extract account numbers, retrieve data from Google Sheets, and send financial summary via Gmail
Process new financial statement files from Google Drive, extract account numbers and relevant data using Formatter and Google Sheets, then send a formatted email summary via Gmail to designated recipients for faster financial reporting.
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Overview
Process new financial statement files from Google Drive, extract account numbers and relevant data using Formatter and Google Sheets, then send a formatted email summary via Gmail to designated recipients for faster financial reporting.