Email Automations
Automated rules that fire based on case events and deadlines
6 rules active
Welcome & Document Checklist
ActiveSends a welcome email to new applicants with a complete document checklist and secure upload link.
Trigger: New case submission received47 sent this monthLast fired: Apr 16, 9:00 AM
Day 7 Missing Docs Reminder
ActiveSent when documents are still missing at day 7. Lists specific missing docs and restates the deadline.
Trigger: Case reaches day 7 with missing documents32 sent this month68% doc upload within 48hLast fired: Apr 15, 9:00 AM
Day 10 Urgent Reminder
ActiveEscalated-tone reminder sent at day 10. Warns the application is at risk of expiration.
Trigger: Case reaches day 10 with missing documents18 sent this monthLast fired: Apr 15, 9:00 AM
Day 12 Final Warning
ActiveFinal warning with supervisor CC'd. States the case will close in 2 days if not resolved.
Trigger: Case reaches day 12 with missing documents8 sent this monthSupervisor CC'd on all sendsLast fired: Apr 15, 8:00 AM
Day 14 Case Expired
ActiveNotifies both the client and supervisor when a case expires due to missing documents.
Trigger: Case reaches day 14 with missing documents (no extension granted)3 sent this monthLast fired: Apr 14, 10:00 AM
Approval Letter
ActiveSent when a case is approved. Includes payment amount, timeline, and landlord payment instructions.
Trigger: Case stage moved to Approved12 sent this monthLast fired: Apr 13, 2:10 PM