Notify operations coordinators when a refund record exists

Operations coordinators miss duplicate refunds parsed from payment emails, causing reconciliation gaps. Alerts notify the ops contact when a parsed refund already exists so staff can investigate.

Overview

Duplicate refund records create reconciliation gaps that force manual investigations and risk payment inconsistencies. This workflow checks parsed refunds against your ledger and notifies the ops contact when a match exists, enabling staff to investigate quickly and preventing missed duplicate alerts.

Notable Features

Notify ops contact instantly
Flag duplicate refund records
Create investigation log entries