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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.

Notify ops coordinators of new SEPA mandates for follow-up

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

Notify ops coordinators of new SEPA mandates for follow-up