Trigger client server overview report from browser push
Trigger client server overview report from browser push
Your client server overview notes sit in browser pushes and delay assessment prep. Start the report pipeline so consultants receive context and begin preparation same day.
Overview
When a consultant captures server details in their browser, this flow routes that context straight into your reporting pipeline so work begins without admin overhead. That reduces prep drag and gets consultants on assessments within minutes, keeping client timelines intact.