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Create task to send assessment report to coach

Create task to send assessment report to coach

Your assessment spreadsheet rows can create overlooked delivery work, causing coaches to miss materials. The flow creates scheduled tasks for program coordinators so report handoffs happen same day.

Create task to send assessment report to coach

Overview

When your assessment tracker updates, program coordinators must have clear next steps to send reports to coaches. This flow converts qualifying row edits into scheduled tasks so coordinators can complete report handoffs same day, before sessions begin.

Create task to send assessment report to coach