Create account row and draft outreach email for assigned rep

New designer account requests arrive untracked, causing onboarding tasks and handoffs to stall. It creates a spreadsheet row and an editable outreach draft so coordinators can follow up same day.

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Overview

Incoming account submissions often arrive without a tracked record, which stalls onboarding and creates unclear handoffs. This flow captures each submission into your tracker and drops a personalized draft into the assigned coordinator's mailbox so they can respond and onboard the same day.