Send assessment link and update record for consultant
Send assessment link and update record for consultant
Your intake records produce questionnaire links that sit unshared and delay client assessments. The flow emails a shortened link to the consultant and marks the intake so clients get access same day.
Overview
Intake rows that produce links but never get sent slow consultant workflows and stall client onboarding. This flow automatically shortens the questionnaire link, emails it to the consultant, and flags the intake so clients can access the assessment same day.