Keep cofounders alerted when budgets hit three-week review
Keep cofounders alerted when budgets hit three-week review
Cofounders miss budgets reaching the three-week archival window, causing final reviews to be skipped and files to be archived prematurely. Daily reminders alert the reviewer so budgets receive final sign-off before archiving and records remain audit-ready.
Overview
Missed budget reviews let documents archive without final sign-off, creating audit gaps and rework. This workflow alerts the reviewer daily with direct file links and logs each reminder, eliminating missed sign-offs and keeping records audit-ready.
Notable Features
- Send daily budget review reminders
- Include budget link in notification
- Record reminder in audit log