Attach uploaded survey PDFs to project card and notify team
Attach uploaded survey PDFs to project card and notify team
Survey PDFs land in Dropbox without project context, leaving cards missing reports and delaying handoffs. It attaches or replaces the PDF on the matching project card and notifies owners same day.
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Overview
When survey PDFs sit in a shared folder without project context, reviews stall and field handoffs slow. This workflow links the correct PDF to the project card and pings owners so reviews happen same day and work keeps moving.