Ensure process improvement analysts get ready report templates in new folders

Process improvement analysts receive report tasks without templates, causing stalled analysis. It copies a standardized spreadsheet into each new report folder so analysis can start.

Overview

Report owners lose momentum when tasks arrive without a ready file. This workflow guarantees the approved spreadsheet appears in every new report folder, eliminating manual file setup and enabling faster handoffs between analysts and product teams. Ops leaders get consistent, ready-to-use reports and fewer setup errors.

Notable Features

Place approved spreadsheet into folder
Create ready to edit spreadsheet copies
Notify report owner of file availability