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Send expiry warning email and schedule follow-up tasks

Your learners hit agreement expiry without outreach, causing deactivation and manual triage. Send an urgent expiry email and create a 7-day follow-up task so coordinators can act before deactivation.

Send expiry warning email and schedule follow-up tasks

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Overview

Learners who reach agreement expiry without timely outreach often end up deactivated and require time-consuming re-enrolment. This flow sends an urgent expiry notice and creates a 7-day follow-up task so program coordinators can resolve or invoice within days, avoiding manual triage.

Send expiry warning email and schedule follow-up tasks