Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
Export the exact report tab and email its CSV with a row count.
Get a CSV copy of the exact spreadsheet tab you need, with its row count in your inbox or a clear explanation when no file can be sent.
Receive usable report data in CSV form with broken rows called out.
Your analysts get CSVs from new text exports in a shared folder. A companion report points to source lines that need fixing.
Merge weekly team CSVs into one download and flag conflicts.
Get a downloadable CSV from your teams' weekly extracts when the files are usable. See what needs attention in a summary beside it.
Turn each report PDF into CSV files with uncertain cells flagged.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.