Keep paperwork status current for operations coordinators

Operations coordinators miss paperwork completion and owner names when steps finish, stalling new-account onboarding. It writes completion dates and completer names into the accountability spreadsheet so handoffs proceed.

Overview

New-account onboarding stalls when completion dates and owner names aren't logged. This workflow keeps your accountability spreadsheet current so operations coordinators can hand off accounts without manual lookups, and operations leaders report fewer onboarding hold-ups and clearer audit trails.

Notable Features

Update accountability spreadsheet rows
Format completion dates consistently
Notify operations coordinators of changes