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Keep business owners and clients updated from project boards

Business owners miss board updates, causing clients to miss status changes and lose confidence. This workflow emails clients after any board change, ensuring follow-ups don't slip.

Keep business owners and clients updated from project boards

Overview

Unshared board updates damage client trust and force business owners into manual status chasing. Automating client update emails after every board change keeps clients informed, reduces manual follow-ups, and delivers faster responses with fewer missed updates.

Notable Features

  • Send client emails on updates
  • Attach summary and board link
  • Log update emails in CRM

Keep business owners and clients updated from project boards