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Workflow | Tech Organizational Data Form Workflow

The purpose of this workflow is to automatically notify the internal membership team when a company completes the Organizational Data Form. This ensures the team receives detailed company information promptly, improving data consistency and internal communication.

Actions & Logic

Trigger:

  • The workflow is triggered when the Organizational Data Form is submitted.

High-Level Actions:

  • Sends an internal email titled “DSO Data Form” to the membership team.

  • The email contains company details, including:

    • Number of locations

    • Yearly revenue

    • Growth tier

    • Days per week practicing

    • Number of sessions

    • Number of associates

    • Number of full-time employees

    • Other key company data points from the submitted form.

Outcome:

  • Ensures that relevant company information is delivered automatically to the membership team for record keeping and onboarding purposes.

Exceptions & Edge Cases

  • Does not trigger if form is incomplete or missing required fields.

Associated Assets

  • Form: Organizational Data Form

  • Email Template: DSO Data Form Internal Notification

Related Workflows & Dependencies

  • Organizational Data Form

Ownership

  • Technology Manager