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Keep operations and legal updated when Ontra tags change

Operations coordinators miss ticket updates when Ontra tags aren't reflected in the master database, leaving legal with outdated ticket metadata. This ensures ops and legal see current ticket status.

Keep operations and legal updated when Ontra tags change

Overview

Operations coordinators and legal lose time chasing missing ticket metadata when Ontra tags don't appear in the master record. This workflow keeps the master database current when conversations are tagged Ontra, eliminating manual updates and creating a reliable audit trail so reviews start with accurate records.

Notable Features

  • Update master database on tag
  • Notify ops and legal
  • Create auditable ticket metadata record

Keep operations and legal updated when Ontra tags change