Send partner assignment alerts to your IM channel

When a project's person column changes to a CC manager, key details can be missed and handoffs stall. You receive a context-rich IM alert so you can review assignments the same day.

Workflow preview:

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Overview

When CC managers or partner assignments change, project context must land in the right inbox immediately to avoid stalled handoffs. This workflow routes rich assignment details into your IM channel and logs the notice on the project item so managers can review and act within minutes.