Auto-update process card date from sheet changes for claims

Your settlement date spreadsheet edits leave process cards out of sync, delaying claim handoffs and payout scheduling. Keep cards current so claims coordinators can finalize settlements same day.

Auto-update process card date from sheet changes for claims

Overview

When settlement dates drift between your tracking sheet and process cards, claims coordinators spend hours reconciling instead of closing claims. This flow keeps card dates current and reduces manual correction so settlements are ready same day.

Auto-update process card date from sheet changes for claims