Create daily tracking report drafts for client recipients
Create daily tracking report drafts for client recipients
Your daily tracking spreadsheets require manual searching, causing delayed client updates. It adds the newest spreadsheet to a draft email so your tracking team can send reports same day.
Overview
If your team spends time hunting for the right spreadsheet each morning, client reports get delayed and staff bandwidth is lost. This flow finds the newest site file and stages a ready-to-send draft so your tracking team can approve and deliver updates same day.