Keep marketing ops and finance aligned on gratuity requests

Marketing ops miss payment fields in gratuity form emails, causing late or missed checks. Automated alerts send payment details to ops and finance so checks get prepared and approved quickly.

Overview

Marketing ops risk delayed payouts when gratuity form details don't reach finance. This workflow routes complete payment information to operations and finance and records each submission centrally, eliminating manual handoffs and ensuring checks are prepared and approved without missed follow-ups.

Notable Features

Send payment details to finance
Alert operations on new submissions
Attach submitted form for review