Nonprofit CIOs: keep marketing reports saved to projects

Marketing coordinators at nonprofits miss report attachments in email, stalling campaign decisions. Saving inbound reports to the right project drive gets them where coordinators can review and act.

Overview

When report attachments get lost in inboxes, campaign decisions stall and donor opportunities can be affected. This Zapier workflow saves every inbound marketing report to the correct project folder so coordinators have ready access and manual file hunting is eliminated.

Notable Features

Save email attachments to folders
Route reports to project folders
Notify coordinators when reports arrive