Keep contact review status visible for business owners

Business owners risk stalled deals when document reviews aren't recorded. This workflow sets a reviewed-docs flag on the contact from task comments so reps see status and advance prospects.

Overview

Missed document reviews stall pipeline and leave reps following up blind. This workflow flips task-comment signals into a reviewed-docs flag on the contact so reps see status, improve handoffs, and prevent stalled deals.

Notable Features

Set reviewed-docs flag on contact
Extract reviewer email from comments
Notify assigned sales rep instantly