Create client email drafts from board status changes
Create client email drafts from board status changes
When a client record is marked Draft, outreach often goes unprepared and appointments are delayed. This creates ready-to-review client email drafts so advisors and coordinators can send them same day.
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Overview
When client matters move into a draft outreach state, manual message creation eats admin time and slows bookings. This flow pre-drafts personalized client emails and attaches stored documents where present, so coordinators and advisers can review and send messages same day with minimal effort.