Update onboarding tracker rows from CRM company updates

Your onboarding tracker lacks updated company start dates after CRM changes, leaving specialists without accurate timelines. It keeps records aligned so specialists see updated dates same day.

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Overview

When onboarding dates change in CRM, manual tracker updates slow specialists and create handoff friction. This flow writes formatted dates into your onboarding tracker and specialist workbook automatically, so specialists see current dates same day and reduce manual work.