Data science: update ops board when deal underwriting dates change
Data science: update ops board when deal underwriting dates change
Data scientists relying on manual updates leave accounts and ops with outdated underwriting timelines. This flow updates approval or rejection dates on the ops board so account and ops share accurate timelines.
Overview
Outdated underwriting dates create coordination and reporting gaps between account and operations. This workflow keeps the operations board current with approval or rejection dates, eliminating manual syncs so account and ops coordinate from accurate timelines; operations teams report fewer manual fixes.
Notable Features
- Write approval dates to board
- Find and update company rows
- Format dates for consistent reporting