Update project task and alert team for LOI cases
Update project task and alert team for LOI cases
Your LOI conversion rows in the sales sheet leave tasks unflagged and teams unaware of contract changes. You receive task flags and Slack alerts so teams can reconcile and adjust billing same day.
Overview
When LOI conversion rows change in your operations sheet, coordinators and designers need immediate context to avoid billing mistakes and production delays. This flow flags the project task, adds a task comment, and issues channel and direct alerts so teams can reconcile records and update billing the same day.