Save client ping report PDFs to client folders
Save client ping report PDFs to client folders
Your ping report emails arrive unfiled, leaving PDF deliverables scattered and delaying account review. Files are saved to client folders so teams can access reports same day.
Overview
When client ping reports land in your inbox they must be filed and accessible for account teams. This flow extracts the client name, stores PDFs in the correct client folder, and records errors so account managers have reports available same day.