Send new engagement alerts to ops and billing
Send new engagement alerts to ops and billing
Your new engagement records aren't visible to ops and finance, causing onboarding delays and missed payout or rate reviews. Alerts go to ops and billing so teams can act within minutes.
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Overview
New engagements often sit invisible to operations and finance until someone manually flags them, which delays onboarding and first invoices. This workflow pushes a structured alert to ops and billing so coordinators can verify payouts and start billing within minutes.