Brokers manually compile client status updates by pulling data from multiple systems, copying information into documents, and sending emails. This repetitive process consumes significant time and creates delays in client communication.
Automation extracts deal and financial data from source systems, compiles professional status narratives, routes high-value deals for manager review, and sends updates directly to clients. Clients receive timely updates within minutes instead of hours.
The full workflow, from trigger to completion.
Automation watches for deal record updates. When a deal moves to a new stage, the workflow is triggered.
Automation queries for deal details and calls API to retrieve invoice and payment status for that client.
The automation synthesizes deal data, financial milestones, and timeline into a professional client-ready status narrative.
Automation checks deal value or stage sensitivity. High-value or sensitive deals route to manager; standard deals proceed to send.
Automation sends the compiled status report to the client contact email address integration.
Automation creates an activity record documenting the status update send, timestamp, and recipient.
Automation sends a confirmation message to the team channel with a summary of the update sent and any flagged items.
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