Save CSV links from labeled emails to job folder
Save CSV links from labeled emails to job folder
Your roofing job CSV links are buried in labeled emails, delaying approval-to-completion reconciliation. It saves CSV links to a shared jobs folder so teams can reconcile records same day.
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Overview
If CSV job links sit in labeled emails, reconciliation and invoicing slip. This flow extracts those links and stores the files into a shared jobs folder, so project managers and billing staff can reconcile approvals and completed work same day.