Investment managers: keep active investment reports current in drive

Operations coordinators miss scheduled report attachments in email, leaving analysts with outdated Active Investments files. It saves attachments to your shared drive so reports use the latest file.

Overview

Missed or buried scheduled reports force analysts to run analysis from stale files, risking inaccurate reporting and poor decisions. This workflow captures every scheduled report attachment and updates the Active Investments file in the shared drive so stakeholders always open the latest version and stop hunting for attachments.

Notable Features

Save scheduled report attachments
Overwrite central Active Investments file
Notify operations and investment owners