Send report draft and request NPS from client
Send report draft and request NPS from client
Your project records can update with no sent email, leaving clients without reports or NPS invite. The workflow creates a draft and flags the record so reports go out and feedback is captured same day.
Workflow preview:
Zap details:
Overview
When a project row changes, clients should receive their report and an NPS invite without manual work. This flow prepares the customer email and flags the project record so your delivery team can send reports and capture feedback the same day.