Send weekly inactivity alerts to partner owners and managers
Send weekly inactivity alerts to partner owners and managers
Your partners who haven't submitted bank cases are not surfaced, leaving reactivation work untriaged and managers scrambling. The workflow sends a concise owner-facing alert so you can act same week.
Overview
Make partner inactivity visible to owners before it becomes a performance issue. This turns a static worksheet into a weekly, actionable digest so managers can re-engage brokers and close gaps the same week.