Keep sales ops on top of weekly check-ins

Sales ops miss check-in signals when form answers aren't attached to cards, letting follow-ups slip and deals stall. Attach answers to the matching card and move it into the right status so managers prioritize follow-ups.

Overview

Missed check-ins create pipeline risk and stalled deals—sales ops need reliable handoffs. This workflow links weekly form submissions to the right card and status list so managers see prioritized work and follow-ups no longer get overlooked.

Notable Features

Attach form answers to cards
Move cards by status field
Notify managers of priorities