Keep ops consultants updated with consultation log emails

Operations coordinators lose consultation details when form submissions sit unshared, causing gaps in records and missed follow-ups. Auto emails send each log to consultants, ensuring verified records.

Overview

Operations coordinators risk gaps in consultation records and delayed follow-ups when submission copies aren't routed. This workflow delivers every consultation log to the consultant and ops inbox, preventing missing session records and enabling prompt follow-up. Teams report faster handoffs and clearer audit trails.

Notable Features

Send consultants submission copies
Attach full form summary to email
Route logs to operations inbox