Create team leaderboard from emailed CSV performance reports
Create team leaderboard from emailed CSV performance reports
Your inbox has emailed CSV leaderboards that leave agent conversion metrics siloed and slow to reconcile. The workflow centralizes metrics into a shared sheet for coaching and SLA checks within minutes.
Overview
When CSV leaderboard emails pile up in inboxes, managers lack a single source of truth for agent conversion performance. This workflow extracts CSV attachments and appends parsed rows to a shared leaderboard, so CX leads see refreshed conversion metrics within minutes for faster coaching and SLA checks.