Create reminder and contract events from new applications
Create reminder and contract events from new applications
Applications arrive without reminders or contract dates, so coordinators miss follow-ups and onboarding stalls. Add calendar reminders and contract events so coordinators act before deadlines.
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Overview
New application records often lack follow-up scheduling, which stalls onboarding and burdens coordinators. This flow creates internal calendar reminders and contract-date events, and notifies your team so follow-ups are actioned same day and deadlines are met.