Update deal stage and DQ reason in tracker
Update deal stage and DQ reason in tracker
Your screening rows lack parsed stage and DQ reason from emails, causing handoffs and reporting gaps. It updates those rows so screening analysts and campaign managers see current status within minutes.
Overview
Parsed emails often arrive without structured updates, leaving screening and campaign teams to fix tracker rows manually. This flow extracts deal id, status, and DQ reason and updates the correct worksheet so analysts and campaign managers get accurate pipeline views within minutes.