Here is how to automate the setup for sharing files uploaded to Box with people outside the company. When a quote is approved, it is automatically uploaded to Box and a share link is automatically created for that file.
Introducing a way to automate inquiry response work by using an item that automates the addition of rows to a Google Spreadsheet. After responding to an inquiry, the date of receipt and category of the inquiry will be automatically added to the spreadsheet. Pivot tables can be used in the spreadsheet for real-time aggregation.
Learn how to build a no-code system that automatically deletes Google Drive files. Approved quote files are automatically uploaded to Google Drive. An email is then automatically sent to the customer with a URL to view and download the file. After a certain period of time, the quote file is automatically deleted.