Client portfolio update emails, with adviser approval built in
The scenario spots a change in Airtable, drafts a client-specific email and sends it for approval in WhatsApp Business Cloud. Once approved, it goes out to the client via Gmail.
- Drafts are tuned to each client's risk profile
- Nothing reaches a client without a human yes
- Email status updates itself in the sheet
- Rejected drafts go back for rework instead of vanishing
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