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Create closure tasks and emails for approved deals

Create closure tasks and emails for approved deals

Your approved planning applications lack a clear closeout, leaving emails, files and follow‑ups unassigned. Create closure tasks, client email drafts and archive instructions for admin and project leads the same day.

Create closure tasks and emails for approved deals

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Overview

When a planning approval lands, closeout tasks, client drafts and archiving are often left as manual work that stalls billing and marketing. This flow converts an approved deal into ready-to-action items—draft emails, archive instructions and social copy—so admin and project leads can complete closeout work the same day.

Create closure tasks and emails for approved deals