Create missing table records from CRM report for team
Create missing table records from CRM report for team
Your CRM report rows aren't mirrored in your internal table, leaving branch contact records incomplete for outreach. New rows are created and stakeholders receive a summary email each weekday morning.
Overview
When your CRM report and internal table drift, branch outreach stalls because contact records are incomplete. This flow runs every weekday morning to create missing table records and delivers a digest so coordinators can act before daily outreach.