Send NPS survey email after transition tasks complete

You miss fresh client sentiment when transition tasks don't trigger surveys, delaying feedback after handoffs. This captures responses and notifies your team so feedback is available same day.

Overview

Missed NPS windows mean lost, actionable client insight during bookkeeping handoffs. This flow ensures the NPS invite is sent as soon as the transition task qualifies and routes failures to your team, delivering same-day feedback for program coordinators to act on.