Notify operations staff when clients skip pre-consult webinars

Operations coordinators miss clients skipping pre-consult webinars, causing unprepared consults. Alerts notify assigned staff and follow-up groups so clients receive the webinar link before consults.

Overview

Operations coordinators risk unprepared consults when clients skip pre-consult webinars. This workflow routes incoming alerts to the assigned staff and follow-up group so clients get the webinar link before consults, improving handoffs and eliminating missed follow-ups.

Notable Features

Notify assigned staff and groups
Include client contact and webinar link
Create follow-up task when needed