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Create offboarding task when subscriber gets resignation tag

Create offboarding task when subscriber gets resignation tag

Your resignations aren't captured consistently, causing manual task creation and scattered records. Get a single offboarding task assigned so coordinators finish cancellation steps the same day.

Create offboarding task when subscriber gets resignation tag

Overview

When a subscriber is tagged as resigned, this flow converts that signal into one prioritized offboarding task with assigned subtasks and database updates. Coordinators see a complete cancellation checklist and updated records the same day, removing manual triage and missed steps.

Create offboarding task when subscriber gets resignation tag