Send personalized messages and reminders via Slack to financial goal clients every week
Send personalized messages and reminders via Slack to financial goal clients every week
Schedule weekly outreach to your clients by finding their details in PostgreSQL, looping through each contact, and sending personalized reminders via Slack to help them meet their financial goals.
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Overview
Schedule weekly outreach to your clients by finding their details in PostgreSQL, looping through each contact, and sending personalized reminders via Slack to help them meet their financial goals.