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Create client preview task and notify reviewers promptly

Create client preview task and notify reviewers promptly

Your campaign tasks miss a clear client-review step, so previews can go unapproved and sends slip. You get a task and notifications so previews are reviewed before the scheduled send.

Create client preview task and notify reviewers promptly

Overview

When campaign tasks finish without a clear client-review step, previews get missed and sends get delayed. This flow creates the send-to-client task, flags the campaign calendar row, drafts the client email, and pings reviewers so approvals happen the same day.

Create client preview task and notify reviewers promptly