Skip to content
Log inSign up
Templates
Create KYC result rows and notify ops team channel

Create KYC result rows and notify ops team channel

Your KYC checks arrive in silos, leaving unverified contacts in campaign lists. Centralize results so campaign managers can exclude them before outreach.

Create KYC result rows and notify ops team channel

Overview

Unchecked KYC results let unverified contacts slip into campaigns and complicate segmentation. This flow centralizes each document-check result into an auditable sheet and pings your ops channel so campaign managers can exclude ineligible applicants before the next outreach run.

Create KYC result rows and notify ops team channel