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Create renewal tracker row when task moves sections

Create renewal tracker row when task moves sections

Untracked renewal tasks in your post-processing section cause gaps in policy renewals and slow follow-up. You get an auditable, time-stamped workbook row added same day.

Create renewal tracker row when task moves sections

Overview

When renewal tasks move into post-processing, operations needs a reliable record to prioritize outreach and reporting. This flow creates time-stamped workbook rows for each moved task so coordinators can run reports and act on renewals the same day.

Create renewal tracker row when task moves sections