Business owners: deliver course PDFs to client records

Support agents handling training completions risk lost certificates and customers without proof. Generate and attach an official PDF so customers get proof and staff skip manual uploads.

Overview

Unconfirmed training completions erode customer trust and create repetitive support work. This workflow generates official PDFs, attaches them to the customer record, and emails customers, eliminating manual file handling and missed proofs. Customers report faster confirmations and fewer follow-ups.

Notable Features

Create official PDF certificates
Attach certificate to customer record
Send certificate email to customer