Prevent lost quotations for migration agents and staff

Migration agents lose outgoing quotations in personal folders, causing stalled follow-ups and audit gaps. Copies to the shared Quotation folder ensure centralized access so staff start follow-up fast.

Overview

Migration agents risk client delays and audit gaps when outgoing quotations are scattered across personal drives. This workflow copies every outgoing quotation into the shared Quotation folder and notifies staff, eliminating misplaced agreements and enabling immediate client follow-up. Users report faster handoffs and clearer audit trails.

Notable Features

Copy new quotations to folder
Extract quotation ID from filenames
Notify migration agent and staff