Send periodic compliance refresh emails from task reactions

Periodic-refresh comments can fail to trigger client outreach, delaying documents and risking suspension. It sends branded refresh emails and logs outreach so customers and records are updated same day.

Overview

When someone flags a task comment as missing information, customers frequently go uncontacted and accounts can slip from compliance. This flow turns that reaction into a branded customer email, logs the outreach, and updates your records so customers are contacted the same day.