Send property notice and log file to sheet
Send property notice and log file to sheet
Adjustment PDFs in your shared drive leave billing reviewers without context, delaying reconciliation. Program coordinators receive the notice and a logged sheet row for same-day review.
Workflow preview:
Zap details:
Overview
Files landing in shared folders often stall billing and frustrate coordinators. This flow turns each adjustment PDF into a logged row and a ready-to-send email so owners and coordinators are aligned for same-day review.