Trigger daily follow-ups and mark records complete each day
Trigger daily follow-ups and mark records complete each day
Your follow-up sheet rows marked pending go unprocessed, delaying partner outreach. It triggers outreach and marks rows complete so coordinators have updated records each evening.
Overview
Pending follow-ups left on a spreadsheet become manual busywork and slow partner engagement. Automate the weekday run, start the right outreach routine for each contact, and mark rows complete so coordinators see accurate status every evening.