Complete onboarding tasks when account setup is confirmed

Your onboarding tasks tied to account setup stay open when setup fields update late, forcing manual closures. Close them automatically so onboarding specialists see accurate statuses same day.

Overview

When account setup fields are recorded late, onboarding specialists spend time closing tasks instead of progressing customers. This flow auto-closes the right tasks within minutes of the setup field populating, reducing manual cleanup and enabling same-day handoffs.