Keep project managers ahead of trial provisioning requests

Project managers miss trial updates on accounts, causing delayed access and stalled onboarding. Alerts notify product-access and ops teams when trial fields change, so provisioning begins quickly.

Overview

Project managers risk delayed trial starts when account updates go unnoticed. This workflow routes trial-field changes to product-access and operations channels and creates a tracking task, preventing missed provisioning so trials begin without manual follow-up.

Notable Features

Notify product access and ops
Create or update trial account record
Include formatted trial dates and owner