Marketing ops: ensure billing details on completed projects

Marketing ops mark projects done without billing details, causing invoice holds. Create owner follow-up tasks when invoicing fields are blank, so finance has details before billing runs.

Overview

Stalled invoices and billing exceptions create cashflow and reconciliation headaches between marketing ops and finance. This workflow assigns follow-up tasks to project owners when invoicing fields are missing, ensuring finance receives required details before automated billing runs. The result is fewer billing holds and clearer handoffs across teams.

Notable Features

Create owner follow-up tasks
Check for missing billing fields
Notify finance and project owner