Skip to content

Send a minimum-detail notice through the recipient’s approved channel after custody is recorded, and route failed or sensitive notifications for human follow-up.

FieldValue
Business areavirtual-office-mailroom
Primary rolevirtual-office-mailroom-manager
Frequencyevent-driven
Privacy sensitivityhigh
Security sensitivitymedium
Compliance reviewneeded

Trigger and handoff

Trigger: An eligible item is logged or its handling status materially changes.

Inputs

  • Custody record
  • Current notification preference
  • Approved message template

Outputs

  • Delivery-status notification
  • Failed-contact queue
  • Recorded recipient response

Current manual methods

  • Manual email
  • Text message
  • Phone call

Human judgment and approvals

  • Choose safe wording for unusual items

  • Decide when failed delivery needs alternate authorized contact

  • Approval: Client approves contact preference; manager approves exceptional disclosure

Failure modes

  • Notice exposes sender or item detail unnecessarily
  • Old contact receives sensitive information

Success metrics

  • Notifications are sent after verified receipt
  • Failed or bounced notices receive timely review