For civil engineering COOs: maintain authoritative broker principal master list

Civil engineering COOs lose broker-principal tasks from lists, creating gaps in the master roster and risky decisions. This flow writes new broker-principals to one master sheet so leadership uses an authoritative roster.

Overview

Missing broker-principal entries create blind spots that put project resourcing and leadership decisions at risk. This workflow ensures every new broker-principal task is captured into a single master spreadsheet, giving leadership an authoritative roster and reducing manual reconciliation; teams report fewer manual fixes and clearer downstream handoffs.

Notable Features

Record new broker principal tasks
Append rows to master spreadsheet
Send alerts to leadership and ops