I have a situation where one person wants to work in the old-school way of saving a new excel file with a date to show updates to a contact report. But the other person wants to work off of a Google Sheet where the “last contact” “status” “notes” would need to be updated. And also if new contacts got added to the rows that would need to reflect on the Google Sheet.
Is this possible to make happen?
I’m thinking an email with attachment trigger that’s filtered by keywords in the report and client name → add to DropBox folder → update rows in Google Sheets + search for row match, if none, create new row
But that feels clunky, anyone have a better solution?