Notify case owner when new document is uploaded

When client documents are added to cases without alerts, case managers miss attachments and tasks stall. The workflow notifies the assigned case owner so reviews and triage happen same day.

Workflow preview:

Zap details:

Overview

Missing or unreviewed documents stall client work and delay billing; this sends the assigned case owner an immediate upload alert so reviews and triage happen same day. It turns passive uploads into actionable items and reduces handoff delays.