Add approval PDFs to client folders and update records
Add approval PDFs to client folders and update records
Your approval emails include PDFs with property details that stay unrecorded, causing project handoffs to stall. It extracts, files, and links approvals so coordinators can act same day.
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Overview
When approval PDFs arrive, coordinators often waste time locating, renaming, and linking files—delaying billing and field dispatch. This flow extracts approvals, files them to the correct project folder, and updates the project record so teams can act same day.