We’re a small (read: 2 person) design studio. We break our process into groups, then weekly sprints with tasks. Generally we have one POC on the client side that we work with. On our end we both will communicate with that POC. That is a mix of unique and canned messages.
There’s several points where we need to communicate with our client with canned emails. Examples being onboarding to Monday for collaboration, we just posted a proof for them and are providing an Ashore link for it, or informing them of the next step. I’ve got those set in a test bed to fire correctly when we mark certain pulses as done, so no issues there. We’ve also got replies set to come into the pulse which is awesome!
When the integration fires it’s always sent from me, despite which of us was the one to mark it as such.
Given that we both are involved with each client, is it possible to set it up so that the email comes from whomever changed the status to fire the automation?
The Truth of It
I totally understand why you wouldn’t want to do this in most cases. We may not even want to do it in the end, but I had to ask if it was a thing.