Add received documents and share links to contact sheet

You get document uploads not linked to contact rows, causing approval delays. This stores the file and writes a shareable link to the matching sheet row so approvals happen same day.

Add received documents and share links to contact sheet

Overview

Inbound proof files that aren't tied to contact records slow approvals and create audit gaps. This workflow stores each file, generates a shareable link, and writes that link to the matching sheet row so campaign managers can approve same day.

Add received documents and share links to contact sheet