Workflows
Create workflows to automate notifications and reminders.
Meeting Confirmation Email
When meeting is confirmedSend email to parent
SMS Reminder
24 hours before meetingSend SMS to parent
Email Reminder
48 hours before meetingSend email to parent
Follow-Up Email
1 hour after meeting endsSend email to team
No-Show Notification
15 minutes after meeting startSend email to case manager
IEP Document Reminder
3 days before meetingSend email to team