Add new membership files to access reminder sheet
Add new membership files to access reminder sheet
Your membership access CSVs arrive untracked, leaving flagged members off outreach lists. It adds each record to your reminder sheet so coordinators can start outreach same day.
Overview
When membership access reports land as files, manual entry creates delays and missed outreach; this flow parses those CSVs and loads member records into a single reminder sheet. Coordinators get actionable records within minutes and can begin same-day outreach.