Create structured report records from new PDF uploads
Create structured report records from new PDF uploads
Your PDF reports sit in a shared folder, making them hard to track and delaying billing. It creates consistent database records so coordinators can find files and act same day.
Overview
When PDF reports pile up in shared storage your coordinators waste time and billing slips get delayed. This flow turns each new PDF into a structured database record, so coordinators can find files and close billing tasks the same day.