Send monthly statements to each customer billing contact

Monthly statement PDFs land in a shared folder but require manual matching to customer records, slowing billing. This sends each PDF to the billing contact so customers get statements same day.

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Overview

Manual matching of statement PDFs ties up your billing staff and delays customer outreach. This flow parses filenames, finds the billing contact, and emails the correct PDF automatically so customers receive statements same day, accelerating collections and reducing manual workload.