Create deal log rows from updated table records
Create deal log rows from updated table records
Your deal records in the table don't appear in the reporting sheet, causing manual exports and delayed updates. It appends rows to a central deals sheet so reporting and handoffs are ready same day.
Overview
Stop relying on manual exports to keep your deals sheet current; this flow ensures the latest table records appear in the shared spreadsheet so the chief of staff and investment ops can brief leadership without chasing data. The result: an auditable, shareable deals log that supports investor updates and same-day handoffs.