Executive director: mark member records as signed when agreements complete
Executive director: mark member records as signed when agreements complete
Executive directors miss agreement completions hidden in inboxes, delaying member onboarding and access. Mark member records as 'Signed' on agreement completion, so the executive director and operations staff begin onboarding promptly.
Overview
Executive directors risk onboarding delays when signed agreements are missed in email and spreadsheets. This workflow updates membership status to 'Signed' as soon as an agreement completion event arrives, eliminating overlooked signings and enabling operations to provision access and start onboarding without manual checks.
Notable Features
- Mark member records as Signed
- Notify executive director and operations
- Create onboarding task for staff