Forward scheduled report emails to external consultant team
Forward scheduled report emails to external consultant team
Your scheduled report emails pile up in the inbox and don't reach account teams, delaying analysis. Get those reports to stakeholders automatically so account managers can prepare before calls.
Overview
When partner-sent scheduled reports sit in the wrong inbox, account teams miss prep time and client conversations suffer. This flow forwards those reports to the right external contact and notifies your team, so account managers have PDFs and context ahead of calls.