Send cancellation notice email and SMS to customers

You have spreadsheet rows marking pending cancellations that leave tickets outdated and customers uninformed. The workflow notifies policyholders and updates the ticket so customers are informed same day.

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Overview

Rows that flag pending cancellations often leave tickets stale and customers uninformed, creating extra inbound contacts and confusion. This flow updates the ticket, publishes the notice, and sends an SMS so policyholders are informed same day and agents see the records updated.