Marketing presidents keep monthly client reports correctly linked

Marketing presidents miss emailed monthly site-care reports, causing reporting gaps and billing questions. It uploads attachments and adds a shareable client-report link.

Overview

Missed monthly site-care reports erode client trust and trigger billing questions for small marketing agencies. This workflow captures emailed attachments, stores a shareable link in the client reporting table, and removes manual upload steps so account managers always retrieve deliverables and avoid missed reports.

Notable Features

Capture emailed site-care attachments
Upload files to shared drive
Add shareable link to client record