For engineering: Ensure retreat waivers reach participants reliably

Engineering misses readiness updates, leaving participant waivers unsent. Agreements send when readiness flips and CRM and sheets are marked so ops can confirm waivers quickly.

Overview

Unsigned waivers expose retreats to legal and operational risk. This workflow sends participation agreements when readiness is set, updates CRM and spreadsheets, and notifies ops — delivering faster confirmations and eliminating missed distributions.

Notable Features

Send agreements when readiness flips
Update CRM and spreadsheet rows
Notify ops for delivery confirmation