Create daily send rows from new client connections
Create daily send rows from new client connections
Your new connection records sit unprocessed in the intake table, causing manual exports and missed outreach windows. Get those records batched into your daily send queue for same-day outreach.
Overview
Stop spending mornings on manual exports and list prep. This flow automatically queues new connection records into a daily send list and flags originals as processed so campaign managers can execute outreach same day.