Update client program dates and create delivery task
Update client program dates and create delivery task
When program start or expiration dates appear in a private channel, contact records fall out of sync and coaches miss delivery. You get contact fields updated and a delivery task queued for program coordinators the same day.
Overview
When start or expiration dates live in private messages, client readiness and coach handoffs break. This flow extracts those dates, updates contact records, and queues delivery work for program coordinators so tasks are visible and actioned the same day.