Send merchant activation emails with checklist and CC
Send merchant activation emails with checklist and CC
Your activation sheet rows lack a 'sent' flag, leaving pending applications unprocessed and onboarding coordinators chasing paperwork. Send formatted request emails so activations proceed same day.
Overview
Manual email drafting and chasing paperwork delays activations and ties up onboarding coordinators. This workflow converts updated sheet rows into formatted activation requests, CCs stakeholders, and marks the row so documents are requested and received the same day.