Give data scientists a dated daily transactions workbook

Data scientists lack a dated daily transactions workbook, risking late reconciliation and downstream analysis. Create and store a dated transactions spreadsheet so data scientists begin reconciliation with a ready file.

Give data scientists a dated daily transactions workbook

Overview

Late or inconsistent daily transactions workbooks cause reconciliation delays and risk downstream analytics. This workflow generates and files a dated, standardized transactions spreadsheet each business day so data scientists start reconciliation with a ready file, eliminating manual handoffs and reducing file search time.

Notable Features

  • Create dated spreadsheet from template
  • Move workbook into raw data folder
  • Alert data scientists about new workbook

Give data scientists a dated daily transactions workbook