Client status updates require pulling ticket history, project milestones, and contract terms from separate systems, then chasing teammates for context before a message can be drafted. The manual assembly and approval routing delays communication and consumes hours that could go toward client work.
The automated version gathers ticket, milestone, SLA, and teammate context into one dataset and drafts a ready-to-send update. A finalized message is sent, logged, and the next check-in is scheduled without manual assembly.
The full workflow, from trigger to completion.
Fires when a client's update cadence is due or a linked ticket changes status materially.
Status Aggregator pulls open ticket details, milestone progress, SLA terms, and teammate notes.
Client Update Drafting turns the aggregated data into a personalized, on-brand status email.
If the update touches an escalation, refund, or SLA breach, a manager reviews and edits it before it goes out.
Approved updates, or low-risk updates cleared automatically, are sent to the client.
The sent update, its content, and timestamp are logged against the client record.
The next update checkpoint is automatically scheduled based on the client's cadence.
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