Add consolidated record for each new sheet row

Your PE movement rows land in separate sheets without linked account context, creating report gaps and manual merges. Keep a consolidated account record ready for reporting and handoffs within minutes.

Add consolidated record for each new sheet row

Overview

When movement rows arrive without matched account context, operations teams spend time reconciling sheets and delaying reports. This flow enriches new rows with matched account data and creates a consolidated record so coordinators have clean data for reporting within minutes.

Add consolidated record for each new sheet row