For IT: Keep shared reports updated with latest attachments

IT admins find Excel attachments buried in inboxes, forcing ops and finance to use stale reports. This workflow saves attachments to the shared drive and updates the master sheet so ops and finance get current files.

Overview

Buried Excel attachments break reporting cycles for operations and finance and create repetitive manual work for IT. This workflow ensures every incoming report lands in the program drive and the master sheet is updated with a file and timestamp, eliminating manual file handling and preventing missed updates. IT gains predictable handoffs while ops and finance always work from the latest spreadsheets.

Notable Features

Save attachments to program drive
Replace matching files on drive
Update master spreadsheet with timestamp