Create bi-weekly Friday report for site leads and cases

Unbatched lead and cancellation rows in your master sheet delay review and crew assignment. It creates a consolidated Friday report for coordinators to review before the next planning cycle.

Workflow preview:

Zap details:

Overview

When lead and cancellation rows accumulate unbatched, your coordinators spend hours consolidating data and assignments. This flow produces a ready-to-share Friday spreadsheet automatically so the team has a consolidated file within minutes of the scheduled run for fast review and crew assignment.