Create report file and start project workflow from email
Create report file and start project workflow from email
Your SOC report attachments arrive by email and sit unfiled, delaying approvals. Save files into the right project folder and start approvals so reviewers act same day.
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Overview
Stop hunting for client SOC PDFs in your inbox and avoid late approvals; this flow files reports to the correct project folder and advances the project workflow automatically. Project managers and coordinators see reports filed and approvals queued within minutes, keeping client deadlines on track.