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Keep PT membership status updated in central spreadsheet

Keep PT membership status updated in central spreadsheet

Ops coordinators miss renewals when PT status updates don't reach the member sheet. This workflow logs PT membership changes to the central sheet so coordinators act on current membership details.

Keep PT membership status updated in central spreadsheet

Overview

When membership updates fail to appear in the tracker, ops miss renewals and reports become unreliable. This workflow keeps the central sheet current so coordinators act on accurate renewal, payment and status details, eliminating stale records and manual lookups.

Notable Features

  • Update or add member rows
  • Remove lapsed member rows
  • Alert ops on missing details

Keep PT membership status updated in central spreadsheet