Generate weekly client confirmation PDF and update record
Generate weekly client confirmation PDF and update record
Webhook confirmation data arrives unformatted, leaving payroll and coordinators without a weekly PDF. Attach a clear confirmation PDF to the client record for same-day payroll and review.
Overview
Incoming client week data often arrives as messy payloads, delaying payroll and coordinator review. This workflow converts that data into a standardized PDF and attaches it to the client record, so payroll and coordinators get the confirmation same day.