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Create year-end receipt drafts from uploaded receipt files

Create year-end receipt drafts from uploaded receipt files

Receipt PDFs in a shared folder delay donor outreach and make year-end reporting manual. It creates draft emails with attachments for review so finance can send receipts same day.

Create year-end receipt drafts from uploaded receipt files

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Overview

Year‑end receipts often get delayed when PDFs sit unprocessed in a shared folder, slowing donor acknowledgements and reconciliation. This flow turns uploaded receipt files into review‑ready draft emails so finance can send receipts the same day and close year‑end tasks faster.

Create year-end receipt drafts from uploaded receipt files