Update spreadsheet rows with new uploaded file links

Your invoice and service files land in a shared folder untracked, delaying billing and hiding file context. It records share links to matching spreadsheet rows so staff can act the same day.

Update spreadsheet rows with new uploaded file links

Overview

When invoice and service PDFs pile into a shared folder without tracking, billing stalls and reconciliations slip. This flow extracts an identifier from each filename, finds the matching spreadsheet row, and writes the file’s share link so your billing staff can reconcile records the same day.

Update spreadsheet rows with new uploaded file links