Replace incoming visit spreadsheet and prepare data sheet
Replace incoming visit spreadsheet and prepare data sheet
Your visit spreadsheets come by email needing manual replacement and header fixes. It replaces the file, sets headers, and adds a reference link so analysts get fresh data same day.
Overview
When field visit spreadsheets sit in inboxes, analysts waste time replacing files and cleaning headers. This flow refreshes the master visits sheet from email attachments, standardizes the worksheet, and archives the source so analysts can run reports and models the same day.