Send missed deliverable form reminder to client contacts
Send missed deliverable form reminder to client contacts
Your bookkeeping exception rows for missed deliverables leave clients unaware, delaying month-end close. It sends a templated reminder email with the form link so clients can respond same day.
Overview
Clients often miss requests buried in exceptions lists, which delays close and creates follow-up churn; this flow automatically sends a prefilled form reminder so clients get the exact link and context within minutes. That increases same-day responses and keeps month-end schedules on track.