Notify ops coordinators of new SEPA mandates for follow-up
Notify ops coordinators of new SEPA mandates for follow-up
Operations coordinators miss SEPA signatures when form submissions go untracked, causing fulfillment delays. Instant channel alerts flag sent mandates so coordinators begin follow-up quickly.
Overview
Untracked SEPA signature requests create fulfillment gaps and reconciliation headaches for operations. This workflow turns each form submission into a mandate PDF, issues a signature request, and alerts ops so coordinators start follow-up quickly. The result is fewer missed signatures and a clearer audit trail.
Notable Features
- Send ops channel alerts instantly
- Generate SEPA PDF from form
- Log mandate status to spreadsheet