Send daily alert for partners missing payment setup
Send daily alert for partners missing payment setup
When partners miss payment setup, your onboarding queue stalls and coordinators lack an outreach list. Receive alerts so staff can contact partners and restore onboarding before the next business day.
Overview
Partners who skip payment setup stall onboarding and consume coordinator time. This flow runs daily, alerts onboarding coordinators, and updates follow-up counters so outreach happens the same business day.