Keep client operations updated on card approvals

VPs of client operations at marketing firms lose card approvals in inboxes, causing delayed handoffs and frustrated clients. Send confirmations and update records so requesters get clear next steps.

Overview

Missed approval confirmations stall client handoffs and create costly coordination gaps. This workflow ensures every card approval updates the request record and sends clear next-step guidance to requesters and ops, eliminating missed follow-ups and preserving accurate records.

Notable Features

Update request records on approval
Notify requesters with next-step guidance
Copy operations inbox for visibility