Keep investigation email attachments saved to a shared drive
Keep investigation email attachments saved to a shared drive
Operations staff miss labeled survey attachments buried in inboxes, delaying processing and risking lost documents. Automation uploads those attachments to a shared drive, making them ready for review.
Overview
Operations staff lose time and risk missed records when investigation attachments sit in inboxes. This workflow captures labeled survey files and places them in a shared drive, creating consistent filenames and immediate visibility so review and processing start without manual downloads.
Notable Features
- Save labeled attachments to shared drive
- Name files with consistent structure
- Notify operations staff on upload