Send confirmation email when a request is accepted
Send confirmation email when a request is accepted
Your marketing requests sometimes lose claimant context when moved to the accepted section, leaving requesters without clear handoff. Requesters receive a claim email and work can start the same day.
Overview
As Marketing Manager at a consulting firm, clear handoffs on intake items are essential to start work fast. This flow turns a task move into an immediate claim email so requesters have contact context and analysts can begin same-day follow-up.