Send weekly upgrade reminders for eligible subscriber plans

Your upgrade eligibility sheet buries subscribers needing outreach, causing missed upgrades and ad-hoc follow-ups. Get a weekly consolidated list so you can review and act before the next cycle.

Overview

Upgrade-ready subscribers often sit unnoticed in sheets until outreach windows close. This workflow delivers a weekly, formatted digest into the right inbox so IT and account managers can review and start outreach within the weekly cadence.