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  1. Communication Automation
  2. Internal Communication
  3. Auto-create client channels

Create an internal communication channel for clients once a related task is completed

Automatically create dedicated communication channels for clients whenever a related internal task is completed, ensuring seamless collaboration and timely updates. This automation streamlines onboarding of client communication, reduces manual setup effort, and centralizes conversation histories for improved transparency. By logging each new channel in a centralized record, teams maintain an up-to-date view of active client interactions and can quickly track engagement status.

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  • Slack
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