Route uploaded client files and notify assigned provider
Route uploaded client files and notify assigned provider
Your form submissions include PDFs with inconsistent names, making assets hard to locate. It standardizes names and moves files to a shared client folder so providers can start work same day.
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Overview
Unstandardized client uploads slow campaign work and force manual triage; this flow standardizes filenames, files the PDF into the right client folder, and alerts the responsible provider. The result: providers get a clear file link and email notification so processing starts same day.