Publish review materials to client dashboard and notify

When task assets sit in internal folders, clients miss context and approvals stall. Publish files to the client dashboard and notify stakeholders for faster sign-off same day.

Workflow preview:

Zap details:

Overview

Stop manual copying and slow client reviews by publishing client-facing copies and creating a dashboard item automatically. Your account teams and program coordinators get the links and an email within minutes, accelerating approvals and reducing handoffs same day.