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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.

Keep cofounders alerted when budgets hit three-week review

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

Keep cofounders alerted when budgets hit three-week review