By using an inbound API connection to funnel scheduling software into a marketing automation platform, emails containing employee schedules for a given time period can be automatically sent to a firm's partners to demonstrate the amount of resources available.
An inbound API connection can allow scheduling software to populate information about a particular employee into their entry in the CRM. Whenever new data is pulled from the connection, the data within the CRM will be updated.
An email will then be sent out on a weekly basis, alerting a firm’s management of any scheduling conflicts within their team that would prevent them from meeting, as well as a top-line view of which clients a given employee may be working with. As this happens automatically, senior staff always know what employees are up to during the work day, and can make alterations to the amount of attention paid to certain cases if necessary.