Keep operations coordinators on top of 16-week follow-ups
Keep operations coordinators on top of 16-week follow-ups
Operations coordinators miss follow-ups when reminder labels on cards go unseen, risking program completion. This posts alerts and updates the client dashboard so follow-ups get actioned.
Overview
Operations coordinators risk program completion when reminder labels go unseen and follow-ups slip. This workflow turns labeled cards into channel alerts and dashboard updates, eliminating missed 14–16 week follow-ups so coordinators maintain timely handoffs — teams report faster handoffs and clearer ownership.
Notable Features
- Post channel reminder with context
- Update client dashboard record
- Notify assigned coordinator with mention