Save customer CRM report attachments to shared drive
Save customer CRM report attachments to shared drive
Your CRM report attachments arrive and sit unfiled, delaying product analysis and compliance checks. Saved files are renamed and shared so BI and product teams can access reports within minutes.
Overview
Incoming CRM report attachments that sit unfiled create noise and slow product decisions or compliance checks. This flow captures qualifying emails, renames attachments, and files them into the team drive so product managers and BI staff can find the latest reports within minutes.