Send partner reports with attachments and password emails
Send partner reports with attachments and password emails
Your sheet rows listing partners and reports require manual emailing, which delays follow-up. Deliver each partner their report and a separate password so coordinators can act the same day.
Overview
Manual report distribution eats coordinator time and slows partner outreach. This workflow finds each partner's report, attaches it to a personalized email, and follows up with a separate password message so partners and coordinators can act on insights the same day.