Keep sales ops file copies from email attachments

Sales ops miss proposals when attachments sit in reps' inboxes, creating audit gaps. This workflow saves named attachments to a central drive so reps and ops always have consistent, auditable documents.

Overview

Scattered email attachments cost sales reps time and create audit gaps that jeopardize proposals and renewals. This workflow captures and names every attachment into a central drive, giving sales ops and reps consistent, auditable documents and eliminating manual searching. Teams see faster handoffs and zero missed attachments when files are reliably stored and shared.

Notable Features

Save attachments with standardized names
Route files to central drive folder
Notify sales reps on upload