Send missing-data email and 10-day reminder for cases
Send missing-data email and 10-day reminder for cases
Your intake forms often miss debtor details, stalling case setup and forcing manual follow-up by coordinators. It sends a missing-data email plus a 10-day reminder so cases are validated and progressed within ten days.
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Overview
Missing debtor details stall case setup and create manual work for coordinators; this flow captures submissions, flags incomplete intake, and emails requesters immediately. It follows up automatically after ten days so cases are validated or advanced within your intake window.