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.

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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.