Send WOTC reminders to new hires and owners

You track new hires in a spreadsheet but uncompleted WOTC forms delay tax credits and client billing readiness. This workflow sends email and SMS reminders so forms arrive same day.

Overview

Manual chasing of new-hire WOTC forms wastes hours and delays client billing; automating email and SMS outreach fixes that. This workflow reaches candidates and notifies owners so completed forms arrive same day and owners stop doing manual follow-up.