Keep partner readiness updated for business owners and coordinators

Business owners lose exam scheduling accuracy when folders don't update partner sheets. An automated rule marks ready in the tracking sheet, so coordinators can schedule exams and follow up faster.

Overview

Business owners risk exam scheduling bottlenecks when partner readiness isn't visible in tracking sheets. This workflow pushes ready status into partner trackers automatically, eliminating manual reconciliation so coordinators schedule exams and follow up faster.

Notable Features

Update partner tracking sheet entries
Lookup registration row by folder reference
Notify partner coordinators for scheduling