Post sold policy notifications to ops team channel
Post sold policy notifications to ops team channel
You collect sold policy rows in a shared spreadsheet; when they go unseen, handoffs and billing prep stall. It posts a concise sale summary to your ops channel so teams can act within minutes.
Overview
When sold policy rows sit unseen in a sheet, handoffs, billing prep, and reconciliation all slow down. This flow posts a clear, formatted sale summary to your ops channel so coordinators see the context and begin processing within minutes.