Send I-9 follow-up emails from updated spreadsheet rows
Send I-9 follow-up emails from updated spreadsheet rows
Your onboarding sheet has rows missing I-9 documents, which blocks case closure. This sends a follow-up email and updates the sheet so coordinators can close cases before payroll.
Overview
Missing I-9s stall onboarding and create payroll exposure; this flow connects your tracker to your messaging channel so missing documents trigger immediate outreach. Coordinators receive updated rows and a conversation link within minutes, enabling closure before payroll processing.