Publish client report links to portal and sheet
Publish client report links to portal and sheet
Report links in your sheet are often missing, leaving managers without dashboard access. This posts fresh report URLs to client portals and updates the sheet so teams have links before weekly reviews.
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Overview
When report links are missing, account teams waste time chasing dashboards and miss weekly opportunities to optimize campaigns. This flow generates each client's report URL, updates your master tracking sheet, and posts the link to the client portal so links are available ahead of weekly reviews.