Business owners: archive contribution pdfs to shared drive
Business owners: archive contribution pdfs to shared drive
Business owners lose approved contribution PDFs in inboxes, creating audit and compliance risk. Auto-archive each approved PDF to the central drive so operations and finance access records for audits.
Overview
Missed or misplaced contribution statements create compliance risk and slow audits. This flow captures approved PDFs from email, stores them in a central drive, and notifies operations and finance—so audit trails are complete and retrieval is fast.
Notable Features
- Save approved attachments to drive
- Match files by contributor and year
- Send alerts to operations and finance