Send monthly account summary PDFs to distributor contacts

Your monthly account summaries live in spreadsheets and require manual assembly, delaying distributor outreach. You receive PDFs by email so account managers can act on usage insights same day.

Overview

Manual monthly summaries slow down renewal conversations and leave account managers reactive. This flow automates PDF creation and delivery so distributor contacts get a clean, branded summary each cycle, enabling account managers to act on usage signals same day.