Keep support ops aligned with agreement receipt dates

Support ops miss agreement receipt dates in sheets, causing follow-up delays and compliance risk. This updates the CRM document date so support ops start follow-up and keep records compliant.

Overview

Missing agreement dates create compliance exposure and slow support follow-up. This workflow writes the agreement receipt date into the customer's CRM and flags gaps, eliminating missed document entries and enabling prompt handoffs. Teams report fewer manual corrections and cleaner records.

Notable Features

Update CRM document collection date
Notify support ops on changes
Flag missing or outdated entries