Notify operations when payout checklist tasks are checked
Notify operations when payout checklist tasks are checked
Operations coordinators miss payout follow-ups when checklist checks don't trigger alerts, risking delayed certificates for funded traders. Alerts notify admin staff so payout recognition starts quickly.
Overview
Unchecked alerts on payout checklists leave operations scrambling and delay certificate issuance for funded traders. This workflow surfaces every checked payout task into your ops channel and creates a follow-up task so recognition steps begin immediately. Teams report faster response times and zero missed follow-ups when alerts are in place.
Notable Features
- Send alert to ops channel
- Include checklist link and details
- Create follow-up task for admin