Project managers: send enrollment emails when status flips
Project managers: send enrollment emails when status flips
Project managers miss enrollment emails when status updates are missed, leaving attendees unprepared. It sends enrollment links, files, and Zoom links after a status change so attendees have materials.
Overview
Project managers risk attendees arriving unprepared when enrollment packets don't go out. This workflow ensures enrollment links, required files, and Zoom details are delivered after a status change, eliminating missed pre-meeting communications so staff can focus on execution.
Notable Features
- Send enrollment packets after status change
- Attach files and Zoom links
- Mark item enrollment email sent