Keep accounting informed of project task updates for sales ops

Sales ops miss task comments and links, causing accounting to miss invoice approvals. This posts comments and permalinks to the accounting channel so accounting can act without opening the project tool.

Overview

Missed task comments delay invoice approvals and put revenue recognition at risk — sales ops can't rely on manual checks. This workflow pushes task comments and direct permalinks into the accounting channel so accounting acts without leaving Slack or Teams. Customers report faster handoffs and fewer missed follow-ups after similar setups.

Notable Features

Post task comments to accounting channel
Include direct permalink to task
Filter updates by project or label