Save sales report attachments into dated report folders
Save sales report attachments into dated report folders
Your sales attachments land in inboxes unorganized, delaying analytics ingestion. They are filed into dated client report folders for analyst access ahead of monthly review.
Overview
When sales report attachments pile up in inboxes, analysts waste time hunting files and monthly reports slip downstream. This flow files each attachment into the correct client/month folder and posts a notification so analysts have access the same day.