Notify finance channel of new incoming quote emails

Your incoming quote emails and attached estimates get buried in the inbox, delaying billing and follow-up. The workflow surfaces each quote and saves attachments so billing can act same day.

Overview

Quote emails often sit in a busy inbox and delay billing; this flow captures attachments, archives the message, and alerts your finance channel so billing sees estimates immediately. That means your billing staff and owner can review and act on quotes within minutes, enabling same-day invoice prep.