Save email attachments into shared folder for bookkeeping
Save email attachments into shared folder for bookkeeping
Your email attachments, like confirmations and mortgage documents, get buried and slow bookkeeping. They are saved to a shared Drive so bookkeeping and operations access them same day.
Overview
If attachments sit in your inbox, bookkeeping and client follow-up stall and reconciliation windows widen. This flow archives incoming attachments into a shared Drive with consistent names so your bookkeeping and operations teams can find needed documents and act same day.