Save labeled email attachments to project folders automatically
Save labeled email attachments to project folders automatically
Your client email attachments sit in inboxes and delay access to job drawings, quotes, or invoices. Files are named and stored in project folders so your crew can find assets before installations.
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Overview
When job emails pile up, technicians and project managers waste time hunting drawings and quotes. This flow captures attachments, applies a date-and-sender filename, and stores them in project folders so files are retrievable within minutes ahead of installs.