Restaurant project managers get alerts for new sales decks

Project managers miss new sales presentations hiding in shared folders, delaying client follow-up and leaving meetings underprepared. Alerts surface the file so owners can access it and prepare.

Overview

Missed or buried presentation files delay client follow-up and leave meetings underprepared. This workflow surfaces every new sales deck to account owners and project managers, ensuring files are accessed and follow-up tasks created. The result is faster handoffs, zero missed follow-ups, and meetings that start ready.

Notable Features

Notify account owners on publish
Post presentation link to channel
Create a project task for follow-up