Send PDF report when a sheet row updates
Send PDF report when a sheet row updates
Your report rows with attached PDFs sit unprocessed in the sheet, preventing timely client follow-up. The flow sends the PDF by email and updates the row so recipients get files same day.
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Overview
Manual emailing of report PDFs wastes coordinator time and delays client responses. This flow locates the PDF, sends it to the recipient, updates the sheet, and posts a submission summary so clients get files same day and your team keeps an audit trail.