Send completion email and alert team for offboards
Send completion email and alert team for offboards
Your offboarded client records often lack a scheduled review, delaying post-training certificates. It sends a tailored completion email and notifies coordinators so reviews are booked same week.
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Overview
When program completions pile up, follow-ups and certificates slip. This flow sends a tailored completion email and pings program coordinators, so post-program reviews are scheduled and certificates issued within the week.