Keep marketing ops application records consistent and accurate

Marketing ops managers lose sync between review updates and applications, causing manual handoffs and delayed closes. It copies review fields into the application so ops have one accurate record.

Overview

Marketing ops risk stalled closes and manual handoffs when review decisions don't appear on application records. This workflow ensures review outcomes flow into the linked application so ops close with one accurate record, eliminating manual updates and reducing data mismatches.

Notable Features

Copy review fields to application
Move application to review complete folder
Notify ops of updated records