Save monthly report attachments to client folders now
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.
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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.