Send program packet when a sheet row updates
Send program packet when a sheet row updates
Your signups sheet requiring manual emails delays program delivery and burdens onboarding coordinators. The workflow sends personalized program packets by email so clients get materials same day.
Overview
Manual assembly of program PDFs slows onboarding and wastes coordinator hours. This workflow builds a personalized program document, bundles standard PDFs, and emails the packet automatically so clients receive materials same day and coordinators reclaim time.