Create or update program cards from check-in submissions
Create or update program cards from check-in submissions
Your weekly check-in submissions lack linked program cards, so participant goals and mindset go untracked for coaching. Create or update cards automatically so coordinators have full context same day.
Overview
When check-in forms arrive without a linked program task, coordinators waste time recreating context. This workflow instantly creates or updates a single program card per submission so coordinators have complete participant context within minutes for same-day coaching.