Send case follow-up reminder emails to assigned delegates

Your case records often don’t notify assigned delegates, delaying follow-up and obscuring owner context for program coordinators. Reminders include case context so delegates can act same day.

Overview

You can stop relying on manual emails or memory to notify delegates after a case is logged. This flow delivers timely, context-rich reminders so program coordinators and delegates can act the same day and close more follow-ups before the next review.