Engineering: keep medspa customer profiles current for ops
Engineering: keep medspa customer profiles current for ops
Engineering misses medspa records in prod, causing onboarding delays and misassigned account managers. This workflow adds medspa profiles to the central ops table so account managers onboard with accurate records.
Overview
Out-of-date medspa records create onboarding friction and misassigned account managers. This workflow enforces a single source of truth in the central operations table so account managers begin onboarding with accurate customer profiles, and customers report faster handoffs and fewer data errors.
Notable Features
- Write new medspa profiles to ops
- Check for existing records then update
- Notify account managers of new profiles