Automatically update request record and send follow-up email
Automatically update request record and send follow-up email
Your completed consultation tasks leave follow-up undone and records outdated, causing handoff delays. The workflow sends a feedback request and updates the request record same day.
Overview
Completed consultation tasks often leave feedback and records undone, slowing project handoffs for program coordinators. This workflow links the completion to the request row, updates schedule fields, and sends a client feedback email so coordinators get updated context the same day.