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Create client job documents from team channel requests

Create client job documents from team channel requests

Your job requests posted in a team channel lack a tracked PDF and delay client delivery and invoicing. You get ready PDFs and shareable links saved to your file library same day.

Create client job documents from team channel requests

Overview

Job requests left in a busy team channel often lack the PDFs and file links teams need, slowing delivery and invoicing. This flow turns those messages into finished client PDFs saved to your shared library and posts the link back in-thread, so project managers and billing staff get files the same day.

Create client job documents from team channel requests