Keep IT notified when CRM stories move to Live Dashboard

IT admins miss CRM stories marked completed, causing project status drift and stalled handoffs. Instant alerts ping designated ops and data owners so they verify the project is on the Live Dashboard.

Keep IT notified when CRM stories move to Live Dashboard

Overview

Missed verifications let project status drift and create manual work for ops and data owners. This IT workflow routes CRM-complete events to designated owners, updates the project stage in Asana, and triggers instant alerts so verification happens faster and manual chase-ups are reduced.

Notable Features

  • Notify designated ops and data owners
  • Extract project IDs from CRM stories
  • Update project stage on Live Dashboard

Keep IT notified when CRM stories move to Live Dashboard