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Create draft client and provider emails from board updates

Create draft client and provider emails from board updates

Status updates on your client board often leave superannuation and provider emails unfinished, stalling case progress. It provides consistent ready-to-send drafts so case managers can reply the same day.

Create draft client and provider emails from board updates

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Overview

If case managers wait for manual message preparation after board updates, follow-ups slip and client timelines lengthen. This flow converts status changes into consistent draft emails that land in the admin inbox within minutes, enabling same-day responses and tighter client SLAs.

Create draft client and provider emails from board updates