Airlines marketing ops: Move booked projects to completed

Marketing ops managers miss 'Booking Successfully Made' comments, leaving project cards outdated and sales follow-ups missed. This workflow updates the project card and moves it to the completed list, so sales and ops can follow up quickly.

Overview

Airlines marketing ops risk overlooked bookings and missed follow-ups when booking confirmations sit in sheet comments. This workflow keeps project cards current by updating fields and moving booked projects to the completed list, so sales and operations start accurate follow-up quickly and avoid missed opportunities.

Notable Features

Update project card fields
Move card to completed list
Notify ops and sales instantly