Keep sales ops' channel flags logged to central spreadsheet

Sales ops miss tagged private-channel notes, leaving CRs uncaptured and reconciliation stalled. Logging flags and metadata to a central sheet creates a timestamped, searchable audit for finance.

Overview

Missed CR entries and stalled reconciliation create audit gaps and operational risk for finance. This workflow captures tagged private-channel messages and logs full metadata to a central spreadsheet, creating a searchable, timestamped audit that prevents missed follow-ups and makes reconciliation traceable.

Notable Features

Capture flagged private-channel messages
Append message metadata and timestamps
Build searchable, timestamped central audit