Update weekly meeting counts sheet from CRM report daily
Update weekly meeting counts sheet from CRM report daily
Your CRM meeting counts sit stale when the daily report isn't pulled, blocking morning planning. Keep the sheet updated so managers have accurate counts before standups.
Overview
Stop starting the day with stale meeting numbers. This flow pulls the daily CRM report, converts it into weekly counts, and refreshes your shared tracker so managers have accurate figures before morning standups.