Add new portfolio token records to your tracker spreadsheet

Your token investment records in Airtable often miss the reporting sheet, causing manual copying and delayed status reviews. Get them added to a shared tracker for project managers to review same day.

Overview

If token records are created in your portfolio database but don’t appear in the tracker, stakeholders miss timely reviews and deadlines. This flow ensures every new record lands in the shared sheet within minutes so project managers can reconcile and act the same day.