Send holding emails from spreadsheet entries to requesters
Send holding emails from spreadsheet entries to requesters
KYC request rows flagged for holding leave requesters unacknowledged and delay follow-ups. It sends a holding message so you acknowledge requests same day.
Overview
Unacknowledged KYC requests create friction and stall downstream checks. This flow converts flagged spreadsheet rows into immediate holding messages so requesters are acknowledged and your KYC team sets expectations same day.