Post delivered proposals missing follow-ups into team feed

Delivered proposals without follow-up tasks leave account managers unaware of renewals and revenue. This posts a consolidated alert with a threaded list so teams can follow up same day.

Overview

When delivered proposals slip without scheduled follow-ups, account managers miss renewal and upsell windows and schedulers chase details manually. This workflow consolidates those gaps into a single channel alert with a threaded list, so your account managers and schedulers can act the same day.