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Head of technology: keep assessment tracker up to date

Head of technology sees assessment emails unprocessed, leaving tracker rows outdated and forcing ops to reconcile manually. It extracts participant emails and marks completions in the tracker.

Head of technology: keep assessment tracker up to date

Overview

Assessment emails left unprocessed create stale completion records and force operations into manual reconciliation, risking incorrect reports. This workflow extracts participant emails, updates the tracker automatically, and ensures ops coordinators act on current completion data with far fewer manual lookups.

Notable Features

  • Extract participant email from messages
  • Look up participant row by email
  • Update completion status in sheet

Head of technology: keep assessment tracker up to date