Keep project managers' email attachments organized and linked
Keep project managers' email attachments organized and linked
Project managers miss critical email attachments hidden in inboxes, delaying handoffs and causing stakeholder confusion. Files saved to project or contact folders; CRM links let managers find them fast.
Overview
Project managers lose momentum when attachments are buried in email, leading to delayed deliverables and stakeholder frustration. This workflow routes every attachment into the right project or contact folder and creates CRM links, eliminating manual filing so owners find files quickly; teams report fewer lost attachments.
Notable Features
- Save email attachments to project folders
- Create CRM file links for matching records
- Notify project owners when files arrive