Send survey emails when task needs client action
Send survey emails when task needs client action
Your implementation tasks sometimes need client action but lack a sent survey, so check-ins go untracked. Your team gets responses same day and the link is added to the task.
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Overview
When surveys fail to go out, onboarding momentum stalls and client context is lost. This flow auto-selects and sends the right survey, posts the link to the task, and surfaces responses same day so implementation managers can act quickly.