Copy deal report attachments into central master sheet
Copy deal report attachments into central master sheet
Your deal report emails land across threads and need manual consolidation, delaying dashboards. It centralizes attachments and updates the master sheet so analysts see refreshed data same day.
Overview
Stop manual merges that delay daily reporting and free IT from repetitive file handling. This flow centralizes emailed deal reports, copies each worksheet into a single master spreadsheet, and updates the index so analysts and sales ops see refreshed deal data the same day.