Send unenrollment alert to ops channel for coaching members
Send unenrollment alert to ops channel for coaching members
When enrollment flips inactive, coaching member records lose owner context and follow-up tasks go unassigned. Your ops channel gets an instant alert so coaches can review records same day.
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Overview
Enrollment changes can unmoor ownership and delay coaching follow-up, risking client experience. This flow pushes an instant ops-channel alert with account and coach context so program coordinators can triage and update records the same day.