Keep balance rows flowing into the monitoring worksheet
Keep balance rows flowing into the monitoring worksheet
Operations coordinators miss 'saldo' form rows, creating blind spots in monitoring. The workflow finds 'saldo' submissions and copies them into the balances worksheet so coordinators have consolidated records for review.
Overview
Operations coordinators face reporting blind spots when balance entries are missed in form responses. This workflow captures any submission mentioning "saldo" and copies those rows into a central balances worksheet with optional notifications, ensuring consolidated records for monitoring and reporting.
Notable Features
- Filter submissions containing saldo
- Copy matching rows to balances sheet
- Notify operations coordinators of updates