Notify support agents and mentors of upcoming expirations

Support agents miss upcoming contract ends, leaving participants and mentors unprepared and follow-ups missed. This sends 30-day notices to participants, mentors, and career leads so everyone prepares.

Overview

Missed contract expirations leave participants unsupported and create churn risk. This workflow delivers 30-day notices to participants, mentors, and career leads, ensuring zero missed follow-ups and cleaner handoffs while every notification is logged for auditability.

Notable Features

Notify participants and assigned mentors
Create follow-up tasks for agents
Record notices in opportunity timeline