Keep client records updated for business owners monthly

Business owners find monthly client counts and folder locations go stale, causing missed reports and delayed account handoffs. Monthly updates keep counts and folders current for reporting.

Overview

Stale client counts and missing folder links break reporting and slow account handoffs. This workflow refreshes employer counts and creates folders on a monthly schedule, giving operations and account managers reliable records for reporting and coordination.

Notable Features

Refresh employer counts monthly
Create missing client folders
Update consolidated client spreadsheet rows