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Replace balance sheet file from incoming email attachment

Replace balance sheet file from incoming email attachment

Your balance sheet attachments sit in email threads, delaying dataset refreshes and downstream analysis. The flow replaces the canonical file so analysts have updated data same day.

Replace balance sheet file from incoming email attachment

Overview

Inbox-delivered balance sheets often live in threads, leaving analysts to work from out-of-date files and delaying model runs. This flow replaces the canonical file the moment a qualifying attachment arrives, giving data scientists updated datasets same day for nightly or daily reruns.

Replace balance sheet file from incoming email attachment