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