Email & Task Automation
Automated email templates, task creation, and workflow triggers
Feature Status
✅ Email & Task Automation is ACTIVE! Templates configured and ready to use.
Available Email Templates
📧 Customer Communication
- Welcome emails
- Quote notifications
- Contract confirmations
- Renewal reminders
🔔 Internal Notifications
- Task assignments
- LOA follow-ups
- Signature reminders
- Renewal alerts
Automation Triggers
- Contract Signed: Auto-send confirmation email + update meter rates
- Quote Created: Auto-send quote notification
- 90 Days to Expiry: Auto-create renewal task
- LOA Pending: Auto-send reminder after 3 days
- Signature Requested: Auto-send signature link
Documentation In Progress
Detailed automation workflows and trigger configuration guide coming soon!