Attach uploaded estimate files to project task records
Attach uploaded estimate files to project task records
Estimate spreadsheets posted in chat go untracked, leaving coordinators without a persistent file link or status. It attaches the file to the project record and announces availability same day.
Workflow preview:
Zap details:
Overview
When estimate spreadsheets live only in chat, coordinators waste time hunting for the right file and deadlines slip. This flow captures those uploads, stores them in your shared drive, links them to the correct project, and notifies reviewers so bids get reviewed same day.