Create CSV from emailed XLS report and reply
Create CSV from emailed XLS report and reply
Your emailed XLS reports require manual conversion and delay data refreshes. The workflow converts attachments to CSV, replies with the file, and tags the message so dashboards update same day.
Overview
Inbound XLS exports create manual work and slow reporting; this flow converts and returns a CSV and flags the thread. The result is standardized files and same-day dashboard refreshes so campaign managers can act faster.