Save monthly report attachments to client folders now

Your incoming monthly report attachments land in email and go unfiled, blocking analyst prep. Files are saved with a year-month name into client folders and the analytics channel is notified same day.

Overview

Inboxed monthly reports often sit unfiled and delay analyst work; this flow captures those attachments and places them into the right client/month folder. The team gets a notification with the file link so files are available and actionable same day.