For engineers: flag contacts with recent available balances

Engineers miss users who gained available balances last week, causing operations to miss follow-up and targeting opportunities. Scheduled checks flag contacts so operations can act quickly.

Overview

Missed balance increases let engaged users slip past operations, delaying outreach and wasting targeting opportunities. This scheduled workflow flags contacts, updates records, and creates follow-up tasks so operations can prioritize outreach; teams report faster response times and fewer missed users.

Notable Features

Run scheduled balance checks twice weekly
Flag contacts with recent balance increases
Create follow-up tasks for operations