Send exit documents to clinicians and notify ops team
Send exit documents to clinicians and notify ops team
Your offboarding sheet rows trigger exit sends for clinicians, and unsigned envelopes leave departures incomplete. It sends the document and updates the row so coordinators finish offboarding same day.
Overview
Unsigned exit paperwork creates compliance gaps and leaves coordinators chasing signatures. This flow sends the correct role-based document, logs the send date back to your sheet, and nudges the ops channel after a week so offboards close same day.