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.

Send daily alert for partners missing payment setup

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.

Send daily alert for partners missing payment setup