Send yesterday's client reports to recipients via email
Send yesterday's client reports to recipients via email
Your report rows aren't delivered to clients, leaving coordinators unsure and billing delayed. The workflow emails yesterday's reports so clients get updates and coordinators act same day.
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Overview
When client reports sit in a sheet but aren't reliably sent, coordinators chase confirmations and billing slips. Automating daily sends guarantees clients receive yesterday's reports and lets coordinators close follow-ups the same day.