Attach latest service report to customer contact record

Your service report emails arrive unlinked to contacts, leaving invoices without supporting files. Attach the report and publish a shareable link for same-day access.

Overview

Service reports that sit in email threads often never make it into customer records, delaying billing and client follow-up. This flow extracts each PDF, uploads and shares a link, and attaches both file and link to the matched contact so coordinators and billing have the evidence same day.