Create dated PDF records from matching report emails
Create dated PDF records from matching report emails
Your inbox receives closing emails with HTML reports that aren't archived. It converts emails to dated PDFs, saves to Drive, and logs each to a central table for same-day access.
Overview
Stop relying on buried inbox messages for end-of-day closing prices and reports — preserve every report as a dated, auditable PDF and log it centrally. Your operations coordinators and analysts get ready-to-share files and indexed records in minutes for same-day client reporting.