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Create project and update offer status from spreadsheet

Create project and update offer status from spreadsheet

Your intake sheet rows leave accepted offers in manual handoff, causing delayed kickoffs and budget mismatches. It creates linked projects and marks offers accepted so teams can start the same day.

Create project and update offer status from spreadsheet

Overview

Signed offers often sit in spreadsheets and stall kickoff. This flow converts an intake row into a live project, marks the offer accepted, and writes project links back to the sheet so project managers can begin the same day.

Create project and update offer status from spreadsheet