Send approval email to newly approved institutional users

Your approved institutional onboarding records can sit without an outbound notice, delaying client access and increasing manual follow-up. Get clients platform access and confirmation same day while records show a sent status.

Overview

When approved institutional accounts sit without an outbound notice, onboarding stalls and operations spends time chasing confirmations. This flow sends the approval message and updates the source record automatically so clients receive access and confirmations same day, freeing sales ops to continue next steps.