Renewables: capture project files into shared workspace

Solutions engineers miss webhook file links at intake, causing handoff delays and jeopardizing project timelines. It stores links in a shared workspace so engineers can start processing immediately.

Overview

Missed intake documents stall renewable project setups and create compliance risk. This workflow routes webhook-delivered file links into a central workspace so operations and solutions engineers always find agreements and bills when processing projects. Teams report fewer document gaps and smoother handoffs.

Notable Features

Save incoming file links to workspace
Organize documents by project folder
Notify ops and solutions engineers