Create legal tracker records from incoming PTT sheets
Create legal tracker records from incoming PTT sheets
PTT CSVs dropped into OneDrive have inconsistent headers, leaving legal trackers incomplete. It validates sheets, creates table records and ClickUp tasks so compliance sees updates same day.
Overview
Manual fixes to CSVs take legal time and leave case trackers stale; this flow validates files, creates table records, and opens follow-up tasks automatically. Your compliance managers get complete case lists and assigned actions same day so nothing waits for manual processing.