Customer support ops: notify distributors and credit team promptly

Support ops miss pending-document alerts, risking customer accounts blocked under the eight-day rule. Instant notifications ping distributors and credit staff so follow-ups happen before blocking.

Overview

When support ops miss pending-document alerts, customers get blocked and experience avoidable friction. This workflow routes each pending-document row to distributors and the credit team and spawns follow-up tasks, turning reactive chasing into proactive outreach. That means faster handoffs, fewer escalations, and zero missed follow-ups.

Notable Features

Notify distributors and credit staff
Flag pending documents for follow-up
Create actionable follow-up tasks