Send visit report emails for new board items

Your board visit reports often miss attachments and context, leaving campaign coordinators unable to act. Receive formatted emails with notes and files so teams can follow up same day.

Overview

Field visit notes often sit on the board without consistent dissemination, causing follow-up delays and lost context. This flow turns each qualifying board item into a formatted email with attachments delivered to the right inbox within minutes, so coordinators can act same day.