Send one-business-day contact reminder to intake team members
Send one-business-day contact reminder to intake team members
Your new case records often lack an outreach flag, leaving intake unclear and first contact delayed. The reminder prompts intake coordinators to reach out, closing the gap within one business day.
Overview
New cases need first outreach within a predictable window; this flow reminds intake coordinators one business day after case creation when no contact is recorded. By routing reminders to the right people and scheduling them during business hours, you close outreach gaps and get first contact started within one business day.