Skip to content
Route enrollment mentions to cards for coordinators before standup

Route enrollment mentions to cards for coordinators before standup

Your enrollment thread reactions often arrive without client context, causing delayed onboarding and missed follow-ups. Coordinators get client-linked cards with an assigned owner so requests are actioned before the next workday.

Route enrollment mentions to cards for coordinators before standup

Workflow preview:

Zap details:

Route enrollment mentions to cards for coordinators before standup