Add new client records to the mailing list

Your new client records aren't in your mailing audience, causing missed onboarding and inconsistent client outreach. This adds them to your list so coordinators can begin onboarding the same day.

Overview

New client rows should feed your onboarding list so no client misses a first-week message. This workflow turns each new table entry into a subscribed audience member and lets coordinators start onboarding the same day.