Find every job that hit the approved milestone today (newly signed contracts ready for production) and email the assigned crew lead a clean briefing for each one. The crew lead is pulled from each job's contacts in AccuLynx (the contact tagged as "Crew Lead"); you supply a fallback email at the start for jobs that don't have one assigned yet. The date filter resolves to today automatically, so this template pairs well with a daily scheduled run.
Find every job that hit the approved milestone today (newly signed contracts ready for production) and email the assigned crew lead a clean briefing for each one. The crew lead is pulled from each job's contacts in AccuLynx (the contact tagged as "Crew Lead"); you supply a fallback email at the start for jobs that don't have one assigned yet. The date filter resolves to today automatically, so this template pairs well with a daily scheduled run.
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