Send complaint next-steps email to client on review

You lack a consistent client email after DSAR or card-claim reviews, causing confusion and extra calls. It sends a standardized next-steps email automatically so clients are guided same day.

Overview

When a review completes, clients need clear next steps immediately or your intake team fields avoidable calls and delays. This flow sends a standardized next-steps email as soon as the review status changes and logs the outreach, so case managers can act and clients are informed same day.