Add onboarding deals to marketing comms tracker sheet

Your Onboarding deals lack marketing-ready fields, leaving campaign lists incomplete and outreach delayed. Get vetted rows added to a central comms sheet so managers can run targeted sends same day.

Overview

Deals that hit onboarding should feed marketing without manual checks — incomplete records delay sends and waste audience slots. This flow vets deals after a short delay and deposits clean rows into your comms worksheet within 24 hours so campaign managers can act same day.