Update master list when board item moves group

Board moves can leave your master sheet out of date, causing mis-staged deals and missed handoffs. Keep the master sheet aligned so ops have accurate staging before daily reporting.

Workflow preview:

Zap details:

Overview

Stale master lists create blind spots for ops and program leadership when items shift groups. This workflow keeps your consolidated sheet aligned with board group moves so coordinators and managers see accurate staging within minutes, improving reporting and handoffs before daily reviews.