Send monthly report and upload attachment to client folder

Your monthly report emails land unstructured, leaving PDFs orphaned and account managers without client-ready files. It uploads the PDF to the right client folder and sends the localized report same day.

Overview

Stop manual report routing and late deliveries by turning inbound monthly emails into client-ready files and targeted messages. Account managers receive the correct PDF in the client folder and a localized email the same day, reducing follow-ups and speeding review cycles.