> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mailerpath.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quarterly Reviews Workflow

> Run periodic review outreach for strategic account check-ins.

MailerPath manages this periodic review workflow. You can customize approved settings and review invitation content.

## Definition

The Quarterly Reviews workflow invites users or accounts to structured periodic performance reviews.

## When it runs

Trigger:

* Quarterly schedule reaches review window for eligible accounts.

## What you can customize

* delay\_minutes
* send\_time\_mode
* preferred\_send\_hour and preferred\_send\_minute
* priority\_score
* email template content

## Workflow group

* Customer success