Keep business owners informed with finished proposal logs

Business owners miss finished proposals in project boards, causing reporting gaps and stalled follow-up. A timestamped master sheet records each finished task so managers begin follow-up quickly.

Overview

Finished proposals disappearing in project boards creates report gaps and delayed follow-up that hurt pipeline visibility. This workflow captures every finished task as a timestamped row in a master spreadsheet, giving project managers and sales leaders an auditable record and faster handoffs. Customers report fewer omitted proposals and clearer reporting after implementing similar flows.

Notable Features

Log finished proposals as rows
Timestamp each completed task entry
Notify managers for follow-up