Deliver daily AML assignment lists to operations coordinators

Operations coordinators lose assigned AML tasks when shared spreadsheets hide ownership. A scheduled morning email lists each person's outstanding assessments so staff start the day ready to act.

Overview

Missed AML assignments create audit risk and slow investigations; this flow delivers each operations coordinator a personalized morning list so no assessment is overlooked. The result is faster handoffs, zero missed follow-ups, and a clear delivery record for compliance reviews.

Notable Features

Send personalized morning emails
Pull assigned tasks from spreadsheet
Include actionable links to records