Notify team to add or remove client followers
Notify team to add or remove client followers
Your completed Transition Manager tasks miss handoff context, so follower updates and client access lag. The workflow notifies support coordinators so changes are applied within minutes.
Overview
When Transition Manager tasks complete without structured handoffs, follower changes often get missed and client access drifts. This flow turns task completions into clear add/remove instructions for support coordinators, keeping follower rosters accurate within minutes.