Update deal demo dates from weekly meeting sheet
Update deal demo dates from weekly meeting sheet
You rely on a weekly meeting worksheet for demo schedules; stale rows leave deals without dates and reps underprepared. The flow updates deal demo dates so reps have accurate schedules ahead of outreach.
Workflow preview:
Zap details:
Overview
Each week this flow reads your meeting sheet and writes demo dates into the corresponding deal so reps always see scheduled demos in the CRM. That reduces missed prep and prevents double-bookings ahead of outreach.