1.Schedules the daily KPI refresh
Integrate Schedule by Zapier, and workflow triggers to start processing KPI updates for the day.
Update daily advisor KPI rows in dashboard sheet
Automatically monitor the daily 5:30 AM KPI refresh across Google Sheets and Zapier Tables. Create and update when the run starts or KPI source rows land or dashboard rows need totals — so you can reconcile advisor names, compute per-advisor counts, and refresh dashboard KPI rows without manual sheet updates.
How this automation updates your advisor KPIs
When the daily 5:30 AM KPI refresh hits, stale dashboard totals can derail standup alignment. This automation pulls source rows, reconciles advisor names, aggregates counts, and updates a single dashboard row per advisor—so your team can spot daily KPI totals without manual edits.
Schedule by Zapieror swap with your favorite app
2.Pulls rows from source worksheets
Integrate Google Sheets and spreadsheet processing to map activity columns into temporary KPI lists for processing.
Google Sheetsor swap with your favorite app
3.Finds advisors in the roster table
Integrate Zapier Tables and lookup tables to find matching advisor records in the advisor list table.
Zapier Tablesor swap with your favorite app
4.Normalizes names and aggregates counts
Integrate Code by Zapier and data transformation tools to normalize advisor names and compute per-advisor counts.
Code by Zapieror swap with your favorite app
5.Iterates through advisors for updates
Integrate Looping by Zapier and batch processing to iterate each advisor and refresh their dashboard row.
Looping by Zapieror swap with your favorite app
6.Looks up dashboard row key
Integrate Google Sheets and lookup operations to map advisor names to the dashboard lookup key.
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