Skip to content

Add group session records to central reporting spreadsheet

Your CRM group session entries arrive with inconsistent location and facilitator values, breaking reports. The workflow pushes and normalizes them into a reporting sheet for same-day dashboards.

Add group session records to central reporting spreadsheet

Workflow preview:

Zap details:

Overview

Messy session intake in CRM forces analysts to spend hours normalizing data before dashboards update. This flow centralizes and standardizes those records into a reporting sheet so program coordinators and analytics leads can refresh BI dashboards the same day.

Add group session records to central reporting spreadsheet