Send daily workbook to recipient and archive copy
Send daily workbook to recipient and archive copy
Your daily workbook emails aren't archived reliably, creating record gaps and delaying follow-ups. The workflow delivers the workbook and saves an archived file so coordinators can retrieve it same day.
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Overview
If daily workbook emails aren't consistently archived, your coordinators spend time hunting for records and miss follow-ups. This flow guarantees the sheet is sent and an archived copy is saved so records are retrievable same day.