Email daily unsold demo CSV to recipients by morning

Your demo bookings and outcomes are scattered across reports, so reps lack a concise unsold prospect list. Receive a clean daily CSV to prioritize outreach and start follow-ups the same day.

Overview

When demo outcomes are scattered, reps waste time assembling lists and miss timely follow-ups. This workflow compiles recent unsold demo appointments into a deduplicated CSV and delivers it each morning so outreach can start the same day and pipeline attention is immediate.