Send approved trial request alert to team channel
Send approved trial request alert to team channel
Your approved trial requests can go unnoticed by delivery, leaving setups unassigned. It alerts your team so coordinators prepare resources and contact customers before the trial starts.
Overview
Approved trial requests are high‑priority handoffs that often slip through without a visible owner or setup schedule. This workflow surfaces the record and posts a contextual alert to your team channel so coordinators assign owners and prepare resources within minutes.