Send scheduled client feedback emails and update records

Your feedback sheet lacks timely outreach, so clients miss invitations and manual reminders pile up. It sends invitations and updates sheet counts so responses are tracked ahead of monthly reviews.

Overview

Inconsistent outreach means missed insights and extra manual work; this scheduled flow finds clients flagged in your worksheet, sends a tailored review request, and updates tracking counts automatically. Program managers get retry-ready lists and tracked responses before monthly reviews.