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Reports For Review

Admin and General

Prompt

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Create a category for reports sent for review, dashboards, summaries, performance reports, finance reports, operational reports, project reports, and emails where someone expects me to read or check a report. Include reports that may need comments, confirmation, or questions. Do not include reports sent only as automated system output unless a person has asked for review.

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Need help creating your own categories?

We can help you set up categories that match how your team works. If you’re not sure what to create, or how to word your category prompts, talk to us and we’ll help you get started.

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