Owner updates require site managers to manually gather project data, draft emails, and post to multiple channels daily. This fragmented workflow causes delays, inconsistent messaging, and repeated work across email and portal.
Automation reads project milestones and photos, generates professional updates, and routes them for approval before sending. Site managers focus only on review and sign-off, cutting manual effort by.
The full workflow, from trigger to completion.
A new milestone is marked complete or a schedule change is recorded, triggering the automation.
The automation retrieves the milestone details, linked photos, and project metadata.
The automation composes a professional owner update using the milestone data, photos, and project context, formatted for both email and portal.
The automation sends the update email to the owner's registered address with embedded photos and next-step details.
The same update is posted project portal so the owner sees it in their dashboard and email simultaneously.
A summary notification is sent to the internal project channel to keep the team aligned.
The automation logs the update with timestamp, content, and recipient details for audit and compliance.
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