Update daily policy rows from incoming email attachments

Your daily policy CSV emails don’t make it into the master sheet, causing manual fixes and missed updates. The sheet is refreshed automatically so coordinators see current policies before daily review.

Update daily policy rows from incoming email attachments

Overview

If policy CSVs sit in inboxes, operations spends time reconciling data each morning and risks missed updates. This flow extracts emailed CSVs, normalizes dates and contact fields, and appends rows to the master policy sheet so coordinators have current records by the daily review.

Update daily policy rows from incoming email attachments