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Create dated forecast copy and email your logistics team

Your EOQ forecast uploads land in a shared folder without a dated copy, leaving logistics unsure which workbook to use. It sends a timestamped workbook and links to logistics for same-day planning.

Create dated forecast copy and email your logistics team

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Overview

Forecast files that sit untagged in shared folders create confusion for planners and slow decisions. This flow creates a dated copy, archives it across storage, and emails logistics the links so teams have the correct workbook the same day.

Create dated forecast copy and email your logistics team