Business supplies ops: notify account teams of new portals

Operations coordinators miss portal links from script forms, delaying onboarding and order fulfillment. Notifications post the portal link to ops and accounts so onboarding starts.

Business supplies ops: notify account teams of new portals

Overview

Missing portal links stall onboarding and can block order fulfillment for business supplies operations. This workflow delivers the portal link to operations and account owners and creates a review task, enabling faster handoffs and zero missed follow-ups.

Notable Features

  • Notify operations and account owners
  • Include portal link in notifications
  • Create review tasks for onboarding

Business supplies ops: notify account teams of new portals