Keep ops ready with a dated close spreadsheet

Ops staff create daily closing sheets manually, risking missing records and weekend handoffs. Schedule creates dated sheet each morning and archives yesterday, so ops begin close with the right file.

Overview

Manual creation and archiving of daily close spreadsheets creates audit gaps and chaotic weekend handoffs. This scheduled flow produces a dated closing sheet each morning and archives yesterday's file, so ops begin close with the correct file and unarchived daily records are eliminated.

Notable Features

Create dated closing spreadsheet from template
Move previous day's file to archive
Notify ops when file is ready