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Identify new funds, remove duplicates, and notify stakeholders via email

Identify new funds each month and notify stakeholders by removing duplicates and ensuring accurate records. Use Schedule by Zapier, Zapier Tables, Formatter by Zapier, and Email by Zapier for timely communication.

Identify new funds, remove duplicates, and notify stakeholders via email

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Overview

Identify new funds each month and notify stakeholders by removing duplicates and ensuring accurate records. Use Schedule by Zapier, Zapier Tables, Formatter by Zapier, and Email by Zapier for timely communication.

Identify new funds, remove duplicates, and notify stakeholders via email