Flow Email Actions to Level Up Client Service
In this Automation Hour, Jacki will walk through the data architecture and automations used to get the right information like Policy Numbers, name of Insured and Policy Owners, and Premium Amount and Due Dates in the right formats for the body of the Reminder Emails, and then you'll see how she leveraged the updated Email Send Flow Action and Email Recipient Collections to transform the odious task of thousands of manual emails into an automated dream.
Deck URL - https://docs.google.com/presentation/...