Prevent missed fulfillments when onboarding lacks email info

Operations coordinators see customers post-self-onboarding without a valid email, causing fulfillment gaps. Alerts notify ops and case owners so staff mail documents or resume verification.

Overview

Missing customer emails after self-onboarding create postal fulfillment gaps and verification blindspots. This workflow routes every case lacking a valid email to operations and the case owner, converting manual checks into assigned tasks and clear alerts. The result is fewer missed postal sends, faster handoffs, and a cleaner audit trail.

Notable Features

Alert ops and case owners
Flag records missing email
Create postal fulfillment tasks