Context:

The current daily summary email only reports the number of engagements with new uploads, which doesn’t provide enough detail for effective tracking and management.

Impact:

Improved Visibility: Including a list of the specific engagements will give advisors better insight into which clients have new uploads.

Timely Follow-Ups: Prioritizing notifications when a client marks their document uploads as complete or finishes their questionnaire would streamline client progress tracking and ensure faster follow-up actions.

Desired Outcome:

(1) Update the summary email to list the engagements related to new uploads rather than just providing a count.

(2) Enhance future notifications by highlighting key client actions, such as marking document uploads as complete or finishing questionnaires, to better support tracking and management.