Save open pipeline report attachments into archive folder

Your pipeline report emails arrive with attachments that go unarchived, delaying monthly rollups and audits. Files are saved to a central archive so reporting staff can access them ahead of close.

Overview

If pipeline reports live in inboxes, forecasting and monthly rollups get delayed and error-prone. This workflow captures attachments and stores them in a central archive automatically, so reporting managers and sales ops can retrieve source files within minutes ahead of reporting deadlines.