Update case tracker row when prep email arrives
Update case tracker row when prep email arrives
Case prep emails lack completion dates in the tracker, leaving intake rows unverified and follow-ups delayed. The workflow appends the email completion date to the matching sheet row so handoffs happen same day.
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Overview
When prep emails arrive without a tracked completion date, intake rows go unverified and staff spend time chasing context. This workflow writes the email completion date into the matching tracker row so case managers receive verified intake details the same day, speeding handoffs and reducing manual follow-up.