Send feed completion report to referral operations team

Your lead feed summaries miss a clear exception tally, leaving coordinators unsure which leads need broker reconciliation. Get a consolidated summary email so issues are reviewed and resolved same day.

Send feed completion report to referral operations team

Overview

When a lead data feed completes, your operations team needs a single source of truth to act quickly. This flow consolidates counts and timestamps into one HTML report so coordinators and leadership can triage exceptions and complete reconciliations same day.

Send feed completion report to referral operations team