Add new client policy rows to onboarding sheet

Your new policy records arrive untracked, causing missed onboarding steps and advisor confusion. The workflow adds structured client rows so coordinators can begin onboarding the same day.

Workflow preview:

Zap details:

Overview

When policy updates don't land in a single onboarding tracker, coordinators waste time reconciling details and onboarding gets delayed. This flow captures, formats, and logs policy data into one sheet so project managers can begin setup the same day and avoid manual handoffs.