Publish project tracking post and update project record

Your projects lack a public tracking post when deals close, leaving delivery without a shareable engagement summary. It publishes and links a post so delivery gets a handoff asset same day.

Publish project tracking post and update project record

Overview

When deals close, delivery needs a shareable engagement summary to start onboarding without friction. This flow publishes a customer-facing tracking post and writes the post link back to the project, giving delivery leads a handoff asset within minutes so onboarding can start same day.

Publish project tracking post and update project record