Create new session in Gavel, and send notification email via Outlook for updated Airtable client info
Create new session in Gavel, and send notification email via Outlook for updated Airtable client info
Create new sessions for initial call workflows in Gavel based on updated client information from Airtable. Send notification emails via Microsoft Outlook with links to the process, ensuring faster onboarding and improved client engagement.
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Overview
Create new sessions for initial call workflows in Gavel based on updated client information from Airtable. Send notification emails via Microsoft Outlook with links to the process, ensuring faster onboarding and improved client engagement.