Send monthly review email to trainer and manager

You record monthly trainer reviews that require formatting and manual emailing, which slows feedback. The workflow sends formatted review emails to trainers and managers automatically for same-day feedback.

Overview

Monthly reviews often sit as raw records that require manual formatting and emailing, delaying feedback and action. Automating formatted review emails to trainers and copying their managers turns an administrative task into same-day, actionable performance communication so program coordinators can assign follow-up before monthly planning.