Keep engineering Excel reports date-stamped in folder

Engineering receives Excel attachments misnamed or misplaced, causing downstream processing delays and data gaps. Files land in the reports folder with date-stamped names so operations staff can begin review.

Overview

Engineering teams risk downstream processing delays when Excel reports arrive misnamed or misplaced. This workflow routes each attachment into the reports folder with a standardized date-stamped filename, eliminating misplaced files and enabling operations staff to start review immediately. Customers report faster handoffs and fewer manual fixes.

Notable Features

Save Excel attachments to folder
Standardize filenames with date stamp
Notify ops on new files