Keep marketing ops retention report up to date

Marketing ops coordinators using retention cards face inconsistent cancellation dashboards and missed follow-ups. This workflow updates the central spreadsheet so CX and ops have accurate records.

Overview

Stale retention records cause missed recovery outreach and muddy subscription reporting for marketing ops. This workflow keeps your master spreadsheet current on every retention card change, eliminating inconsistent records so CX and ops start follow-up with accurate info. Teams report faster handoffs and fewer missed follow-ups after implementing this pattern.

Notable Features

Update spreadsheet rows on card change
Lookup report row by card ID
Notify CX and ops of updates