Add new quotes to weekly control sheet for visibility

Your new quotes aren't added to the weekly control sheet, forcing manual copy work and missed delivery checks. It adds quote details to the sheet for same-day review and weekly reconciliation.

Workflow preview:

Zap details:

Overview

Untracked quotes create manual work and reconciliation gaps for billing staff and business owners. This workflow captures each new quote into your weekly control sheet so stakeholders see delivery dates and statuses same day, reducing manual copy tasks ahead of weekly close.