Save email attachments to shared downloads folder for team
Save email attachments to shared downloads folder for team
You miss critical client PDFs, CSVs, or Word docs buried in email attachments, which slows processing and billing. Files are saved to a shared downloads folder so teams can access them same day.
Overview
When client files arrive in your inbox they often get buried and slow down billing and operations. This flow files PDFs, CSVs, and Word docs into a shared downloads folder and preserves context so your ops and finance teams can find documents same day.