Add onboarding entries to sheets, create folder, notify

Your onboarding form entries scatter across sheets and slow handoffs for relationship managers. Consolidate entries to sheets, create a folder, and notify the team so onboarding starts same day.

Overview

When onboarding forms land across multiple trackers, relationship managers spend hours copying data and chasing folders. This flow centralizes entries into your trackers, creates a project folder, and alerts the team so onboarding work can begin the same day.