Keep business owners updated on field OT profitability

Business owners receive outdated field OT dashboards from email, risking incorrect profitability decisions. Replace the file when matching attachments arrive so leaders analyze current OT profitability.

Overview

Outdated emailed dashboards expose finance leaders to incorrect profitability conclusions. This workflow replaces the stored dashboard with the latest emailed attachment and notifies owners, eliminating manual updates so profitability reviews always use current OT figures.

Notable Features

Replace dashboard file on email
Notify finance owners about updates
Archive previous dashboard versions automatically