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Create invoice-based site report and save to folder

Create invoice-based site report and save to folder

Your submitted invoices often miss site context, forcing manual searches. The workflow creates a named site report per invoice so teams can attach files before the next billing run.

Create invoice-based site report and save to folder

Overview

Submitted invoices often miss the explicit site context your teams need, creating manual work for billing and field coordinators. This flow auto-generates a named site report from each submitted invoice and drops it into a shared folder, cutting lookup time and getting files ready for approvals before the next billing run.

Create invoice-based site report and save to folder