Keep sales ops' email attachments organized and archived
Keep sales ops' email attachments organized and archived
Sales ops lose attachments from OK AEREO emails, creating audit gaps and stalled handoffs. This zap stores attachments in a shared drive, giving sales ops permanent access for reporting and audits.
Overview
Lost attachments put audits and deal handoffs at risk for sales ops. This workflow captures every OK AEREO attachment into a centralized drive and notifies sales ops, eliminating lost evidence and delivering audit-ready records and smoother handoffs.
Notable Features
- Save attachments to shared drive
- Filter labeled OK AEREO emails
- Notify sales ops of uploads