Business owners: ensure assessment emails land, not lost

Support agents miss assessment sends when processed timestamps are unset, leading to missed follow-ups. This emails results on processed timestamp and records delivery so follow-up starts quickly.

Overview

Missed assessment sends create frustrated customers and extra support churn. This workflow ensures results reach recipients and writes a delivery timestamp, eliminating duplicate sends and enabling clear follow-up. Customer success leaders report faster handoffs and cleaner audit trails.

Notable Features

Email recipients when record processed
Record delivery timestamp for follow-up
Prevent duplicate sends via sent flag