Information scattered across tools
How do I stop copying information between email, spreadsheets, and reports?
Choose the source for each piece of information and connect the downstream tools to it. Convert repeated email inputs into structured forms or records where possible, and make reports read from those records instead of copied spreadsheets.
What to check
- Where does the information first enter the process?
- Can email input be captured in a structured way?
- Can reports read directly from the controlled source?