Repost critical channel messages to priority team channel
Repost critical channel messages to priority team channel
Your channel-only policy posts leave advisors without context for client conversations. It reposts them to a shared team channel so advisors see updates same day.
Overview
When policy notes live in a single channel, advisors can miss critical guidance during client conversations. This flow moves those posts into a priority team channel, giving program coordinators and advisers context within minutes and ensuring guidance is visible same day.