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Create and send combined weekly client report to inbox

Create and send combined weekly client report to inbox

Your weekly CSV emails arrive separately and require manual merging, delaying handoffs. It delivers a single XLSX every Monday so support leads have unified data for weekly reviews.

Create and send combined weekly client report to inbox

Overview

Stop losing hours to manual report merging each Monday. This flow automatically pulls two CSV attachments, merges them into a single workbook, and emails the XLSX to account owners every Monday so support leads get consolidated data ahead of weekly reviews.

Create and send combined weekly client report to inbox