For chancellors: keep learner completions up to date

Chancellors see completions stuck in spreadsheets, creating compliance gaps and missed outreach. This pushes updates across CRM and support so records stay accurate and follow-up happens.

Overview

Learner completions left in spreadsheets create compliance risk and missed outreach for small consumer services operations. This workflow converts spreadsheet status changes into reliable CRM, marketing, and support records — protecting audit readiness and turning passive rows into actionable follow-up.

Notable Features

Capture learner completions from sheets
Update CRM and contact records
Notify ops, marketing, and support