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.
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.