Stop missed subsidy follow-ups after self-onboarding for ops

Operations coordinators miss follow-ups when subsidy records aren't updated after self-onboarding, causing delivery delays. It records second-send status and a send timestamp so coordinators trigger follow-ups before escalation.

Stop missed subsidy follow-ups after self-onboarding for ops

Overview

Operations coordinators risk delivery delays and manual chasing when subsidy sends aren't tracked after self-onboarding. This workflow captures second-send status and a send timestamp directly on the subsidy record so coordinators start follow-ups reliably, eliminating manual handoffs and reducing escalation risk.

Notable Features

  • Record second-send status automatically
  • Stamp send timestamp on records
  • Notify operations coordinators for follow-up

Stop missed subsidy follow-ups after self-onboarding for ops