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Send card details by email and archive card

When cards are queued for email, you copy details and attachments into messages, delaying client updates. It emails the card summary and attachments, then archives the card same day.

Send card details by email and archive card

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Overview

Stop manually copying card content into emails and reclaim time for higher-value work. This flow sends card summaries and attachments to stakeholders immediately and archives the originating card so follow-up occurs the same day.

Send card details by email and archive card