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Create six‑month advising feedback rows and notify owners

Create six‑month advising feedback rows and notify owners

Untracked six-month advising survey responses make it hard for your advisors to see impact and prioritize follow-up. They get recorded and owners notified so advisors can act on feedback the same day.

Create six‑month advising feedback rows and notify owners

Overview

When six‑month feedback is scattered across inboxes, advisors miss the chance to follow up. This flow captures every response into your central tracker and pings the owning advisor so your team can close feedback loops the same day.

Create six‑month advising feedback rows and notify owners