Create risk review workspace and alert risk team

Your onboarding flows start without a tracked risk workspace, leaving underwriters without a central record for review. Gain a populated workspace and linked table entry so reviews start same day.

Create risk review workspace and alert risk team

Overview

Onboarding flows often spin up without a tracked underwriting workspace, forcing underwriters to hunt for context. This flow creates a populated risk review workspace, links it back to your table record, and pings the risk channel so reviews start same day.

Create risk review workspace and alert risk team