Keep ops managers and clients updated on allowances

Operations coordinators miss allowance overages before monthly reconciliation, causing billing disputes. Deliver a weekly usage and allowance email so account managers reconcile proactively.

Overview

Missed allowance overages lead to billing disputes and unhappy clients — operations needs predictable, auditable handoffs. This workflow delivers a weekly usage and allowance summary to account managers and clients, eliminating reconciliation surprises and enabling proactive account management.

Notable Features

Send weekly allowance summary emails
Calculate remaining allowance per client
Log summaries to central spreadsheet