Send completion message and update project record status
Send completion message and update project record status
Project milestone records often arrive without notifications, leaving coordinators waiting for confirmations. It sends a message and marks the record so confirmations are logged within minutes.
Overview
When milestone rows create without confirmations, approvals stall and coordinators spend time chasing stakeholders. This flow sends a templated confirmation and logs the send on the record, giving project coordinators fast visibility and auditability within minutes.