Send follow-up info reminder for cards needing details

Your project cards that lack client information stall quotes and block downstream work. You get missing details requested automatically so quotes and tasks progress before the next milestone.

Overview

Cards waiting on client details create bottlenecks and manual chasing for project managers and coordinators; this flow requests missing information automatically when a due item appears. It reduces manual follow-up and gets quotes and tasks moving again within days of the due trigger.