Keep client assessment PDFs filed for business owners
Keep client assessment PDFs filed for business owners
Business owners miss emailed assessment PDFs, creating misplaced client records and delayed billing. Zapier files PDFs into the matching client folder so operations staff can start review and billing.
Overview
Misfiled assessment PDFs create billing delays and slow consultant review. This workflow routes emailed results straight into the correct client folder, eliminating misplaced files and enabling operations staff to start review and billing faster. The result is cleaner client records and fewer manual follow-ups.
Notable Features
- Extract client name from filename
- Create client folder when missing
- Save PDF to matching folder