Keep project managers' onboarding tracker up to date

Project managers miss list membership changes, causing reporting gaps and delayed follow-up. Automated tracker updates keep completion records current so project managers report accurately.

Overview

Manual onboarding updates create reporting gaps and slow follow-up for project managers. This workflow pushes successful list memberships into the onboarding tracker and alerts PMs, eliminating manual data gaps and ensuring accurate completion records for reporting. The result is faster handoffs and no missed follow-ups.

Notable Features

Update tracker when contact added
Format emails for reliable matching
Notify project managers of changes