Send intake reminder and next-day follow-up emails at 5pm
Send intake reminder and next-day follow-up emails at 5pm
You miss follow-ups when intake rows update without confirmation, stalling client onboarding. Reminders send at 5pm with a next-day follow-up so coordinators close intakes quickly.
Overview
If intake rows change and confirmations are missing, coordinators waste time chasing clients and onboarding stalls. This flow sends a 5pm reminder and a next-day follow-up so intake owners get responses and files arrive before the next workday.