Keep sales ops chargeback files centralized and accessible

Sales ops miss vendor chargeback attachments in crowded inboxes, causing reconciliation gaps. Save vendor attachments to a shared folder so sales ops access them for reconciliation.

Overview

Lost vendor attachments create reconciliation gaps and slow billing. This workflow copies every vendor email attachment into a shared vendor folder and alerts sales ops, turning inbox clutter into searchable records. Teams get reliable access to chargeback documents and fewer missed files during reconciliation.

Notable Features

Save vendor attachments to folder
Filter emails by supplier domain
Notify sales ops on new uploads