Project managers route payout attachments to pay-out folder
Project managers route payout attachments to pay-out folder
Project managers miss payout emails with a specific subject, causing reconciliation delays and missed payouts. Save attachments to the pay-out folder so finance can begin reconciliation faster.
Overview
Missed payout emails create reconciliation gaps and payment risk for finance. This workflow captures attachments from emails with the payout subject and deposits them in the pay-out folder while notifying finance, eliminating manual sorting so reconciliation starts faster and missed payouts are prevented.
Notable Features
- Filter incoming emails by subject
- Save attachments to pay-out folder
- Notify finance when files upload