Automation Reruns Should Preserve Human Edits
Recurring automations should protect the useful manual edits people make after a report is generated.
Data Quality
5 Local Business Search articles tagged with this topic.
Date Assumptions Break Operational Reports
Recurring reports should pull dates from source files or explicit instructions, not from last week's pattern.
Inventory Imports Need Matching Rules Before Values
Before importing inventory, orders, or production data into a live report, define the matching rules that decide where every value is allowed to land.
One-Off Imports Should Become Weekly Workflows
A successful one-time data import should leave behind a repeatable workflow, not just an updated report.
Unmatched Import Rows Are Decisions, Not Errors
When an import leaves rows unmatched, the safest automation treats those rows as decisions to review, not errors to force into the closest match.