Update project board item and notify showing agent
Update project board item and notify showing agent
You get showing-accepted emails that leave board items missing schedule and lockbox details, delaying on-site prep. It updates the board and sends the checklist link so the walkthrough is ready same day.
Overview
Accepted-showing emails often arrive without structured context, leaving project items out of sync and crews unprepared. This flow updates the board, captures lockbox and schedule details, and sends agents a checklist link so on-site walkthroughs are ready same day.