Update monthly review record from updated sheet row
Update monthly review record from updated sheet row
You track trainer monthly reviews in a sheet, but field updates often never reach your central review record and cause gaps. It makes trainer records available to coordinators the same day.
Workflow preview:
Zap details:
Overview
When trainer-submitted monthly reviews don't reach the central database, coordinators spend hours reconciling data and month-end reports are delayed. This workflow routes sheet updates into the review record and marks them as sent so coordinators have accurate reports the same day.