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.
Workflow preview:
Zap details:
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.