Send completion message to business contact from sheet
Send completion message to business contact from sheet
Your enrollment spreadsheet rows marked completed leave partners uninformed and delay onboarding tasks. The flow sends a confirmation message and context so coordinators can follow up same day.
Overview
When enrollment rows are marked complete, partners must be notified immediately or onboarding grinds to a halt. This flow sends a templated confirmation and records context so coordinators can close the loop and act same day.