Send email when bookkeeping file is added to drive
Send email when bookkeeping file is added to drive
Your bookkeeping files land in the shared drive unseen, delaying reconciliations and invoice preparation. Receive instant email alerts so reviewers clear records same day.
Overview
Missing client files block reconciliation and delay invoicing; this simple flow routes new shared-drive uploads into an immediate email to the bookkeeper and billing contacts. That means files get reviewed and reconciliations cleared the same day, keeping your month-end close on track.