For coaching programs: Prompt coaches to update engagement records

IT managers see reminder emails with CSVs go unread, creating stale engagement records and missed follow-ups. It alerts coaches and success staff to prompt updates and restore status visibility.

Overview

Missed reminder emails leave engagement records stale and jeopardize client outcomes for coaching programs. This workflow routes CSV reminders to coaches and success staff, turning buried attachments into visible action items so stakeholders regain timely status visibility.

Notable Features

Extract rows from CSV attachments
Notify coaches and success staff
Save attachments to a secure folder