Attach application PDFs to project records with note
Attach application PDFs to project records with note
Intake emails with application PDFs sit in inboxes, leaving project records without source documents and blocking handoffs. Attach files and add a timestamped note so managers can triage same day.
Workflow preview:
Zap details:
Overview
When application PDFs pile up in inboxes, project managers waste time locating source docs and reviews stall. This flow attaches the PDF and logs an audit note on the matching project record so teams can triage and act the same day.