Create weekly send list and flag incomplete deals

Your deals with upcoming send dates sometimes lack contact or delivery data, stalling campaign preparation. It gathers upcoming deals and notifies owners so lists are ready one week before sends.

Overview

When send dates approach without complete contact data, outreach lists stall and create last-minute manual work for sales ops. This flow compiles upcoming deals one week ahead, alerts owners about missing information, and triggers a downstream preparation workflow so campaigns are ready on schedule.