Send completed strategic plan and link to client

Your project sheet holds final plan text that remains unsent, delaying client review and consultant follow-up. It creates the document and emails a download link so clients receive the plan same day.

Overview

Stop relying on manual exports and email drafts—this flow turns an updated project row into a branded strategic plan and emails a download link automatically. Program coordinators and consultants get reliable handoffs and clients receive the plan the same day.