Store XLS and CSV email attachments to project files
Store XLS and CSV email attachments to project files
Your project emails include spreadsheet attachments that aren't saved to the project library, delaying analysis. Save attachments to the team document library so analysts can start same-day reporting.
Overview
When spreadsheet attachments sit in email, analysts and project managers waste time locating sources and reconciling versions. This flow captures CSV/XLS attachments and files them into the project document library so analysts and coordinators can start review and reporting the same day.