Create one-year program reminder records and auto-clean monthly

Your program completions lack tracked follow-up dates, leaving coordinators without a clear outreach queue. It creates a one-year follow-up and deletes the record after 31 days for timely outreach.

Overview

When program completions aren't surfaced with follow-up dates, outreach windows are missed and coordinators scramble. This workflow captures a one-year follow-up date, surfaces it to coordinators, and auto-cleans the temporary reminder after 31 days so your team has a focused queue ahead of the anniversary.