Send team invite and mark record as sent

Your project closeout records often lack an explicit invite, delaying handoffs and leaving tasks unassigned. Get invite notifications plus a sent flag so coordinators see status same day.

Overview

When closeout invites are missing, coordinators waste time chasing attendees and status. This workflow posts the invite and updates the record so project managers get visibility and can act the same day. It reduces manual follow-up and keeps handoffs on schedule.