Create report item and email assigned strategist automatically
Create report item and email assigned strategist automatically
Your strategist report submissions arrive untracked, leaving coordinators without context for follow-up. It creates a report item and emails the assigned strategist so coordinators can act the same day.
Overview
When strategist reports land untracked, follow-ups slip and coordinators scramble for context. This flow turns each submission into a tracked report item and emails the assigned strategist automatically, so coordinators can act the same day and keep review cycles on schedule.