Create per-utility pipeline report and store in folder
Create per-utility pipeline report and store in folder
You export pipeline trigger rows manually, slowing visibility for support and program teams. It creates a named report and populates pipeline tables for same-day access.
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Overview
Manual pipeline exports cost your support ops team time and delay program decisions. This flow creates a per-utility report from a template, queries CRM records, and populates workbook tables so program coordinators have same-day pipeline visibility for immediate review.