Attach incoming files to project records and notes
Attach incoming files to project records and notes
Your project records miss incoming files when documents arrive by webhook, leaving reviewers without attachments. Attaching each file to its project gives project managers full documentation same day.
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Overview
Incoming project documents frequently arrive disconnected from the right project record, slowing review and handoffs. This flow attaches each file to the correct project and flags failures so project managers get full documentation the same day.