Create onboarding email draft with invoice and lesson info
Create onboarding email draft with invoice and lesson info
Student onboarding updates often arrive without an email draft, delaying invoices and confusing families. A ready draft lets coordinators send invoices and lesson details same day.
Overview
Stop relying on manual copy/paste to get invoices and lesson details into parent emails. This flow creates polished email drafts with invoice attachments immediately after a record update, so coordinators can review and reach families same day.