Sales ops: notify originators immediately when approvals expire

Sales ops see approvals close as expired without originators notified, causing missed re-engagements and stalled deals. It emails the originating salesperson so they can re-engage promptly.

Overview

Expired approvals often slip through the cracks and cost reps re-engagement opportunities. This workflow notifies the originating salesperson and creates a CRM follow-up, turning passive expirations into proactive outreach and reducing missed follow-ups.

Notable Features

Notify originating rep by email
Include approval details and link
Create CRM task for follow-up