Send partner search kick-off email to operations team

Your partner search billing update can lack agreement length and rate context, stalling kick-offs. The email delivers partner, agreement length, and bill rate so coordinators can act same day.

Overview

When partner searches move to available status without agreement context, kick-offs stall and coordinators waste time chasing details. This workflow gathers partner agreement length and bill rate and sends a formatted kick-off email so coordinators can begin work and allocate resources same day.