Replace incoming email attachment in shared finance folder
Replace incoming email attachment in shared finance folder
Your contract attachments arrive in inboxes, delaying sales ops and finance reconciliation. Files are renamed and saved to the finance source folder for access and same-day reconciliation.
Overview
Stop manual downloads and renames that slow reconciliation and pipeline reporting; this flow captures matching contract attachments, standardizes their filenames, and deposits them in the finance folder. Sales ops and finance get access same day for reconciliation and downstream reporting.