Create monthly goal tracking sheet from webhook events

Your incoming webhooks should create a current-month goal tracking sheet, but manual duplication delays availability. The flow creates the monthly copy so coordinators have a ready sheet same day.

Create monthly goal tracking sheet from webhook events

Overview

Manual copying of month templates ties up IT and delays program coordinators. This flow creates and names the current-month goal tracking sheet automatically within minutes of each submission, giving coordinators a ready sheet same day.

Create monthly goal tracking sheet from webhook events