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Send threshold alert email when dental plan requests exceed limit

Your requests spreadsheet can hide surges for a dental plan, leaving outreach uncoordinated and workloads uneven. Get timely alerts so your campaign managers can start outreach same day.

Send threshold alert email when dental plan requests exceed limit

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Overview

When a dental plan suddenly sees a surge in requests, outreach can lag and staff get overwhelmed. This flow watches your sheet, flags threshold breaches, and marks records for immediate outreach so campaign managers can respond same day.

Send threshold alert email when dental plan requests exceed limit