For operations coordinators: deduplicate contact-deal pairs every morning
For operations coordinators: deduplicate contact-deal pairs every morning
Operations coordinators miss point-of-contact entries in layouts, causing routing gaps. Runs each morning to validate POC and upsert unique contact-deal pairs into a master sheet, keeping downstream handoffs clean.
Overview
Operations coordinators risk routing failures when layout contact lists contain duplicates or missing POC flags. This workflow validates contacts and upserts unique contact-deal pairs into a master sheet each morning, creating a single source of truth so downstream processes start clean. Expect less manual cleanup and more reliable handoffs.
Notable Features
- Validate point-of-contact status daily
- Create or update contact-deal rows
- Prevent duplicate contact entries