Send due-date alert and update client dashboard and records
Send due-date alert and update client dashboard and records
Your 16-week cards get a due-date label without reminders, leaving coordinators unaware of upcoming client tasks. You get a channel alert and dashboard update so outreach is ready same day.
Overview
When a card hits its 16-week milestone, coordinators need immediate context to act. This flow pushes a channel alert, logs the client action in your marketing system, and marks the dashboard so outreach is prepared same day.