Send deactivation notice and update account status automatically

Your learners' agreements are expiring with no activity, causing late deactivations and extra admin. It notifies learners and updates records so coordinators can act same day.

Send deactivation notice and update account status automatically

Overview

Expired agreements with no learner activity create avoidable admin work and risk incorrect deactivations. This workflow automatically notifies the learner, updates the parent account, and schedules follow-up so coordinators have the context and can act same day.

Send deactivation notice and update account status automatically