Sales ops: Alert mandate owners when uploads miss records

Sales ops miss follow-ups when clients upload docs and mandate status lags, risking stalled deals. This flow emails the assigned case owner so they update the mandate and prevent missed follow-ups.

Overview

Missed mandate updates create pipeline risk and let deals stall. This workflow routes document uploads that lack synchronized mandate records to the assigned case owner, preventing missed follow-ups and keeping pipeline data accurate.

Notable Features

Notify assigned case owner immediately
Check mandate status before notifying
Log uploads to central spreadsheet