Create an onboarding item when contract is signed
Create an onboarding item when contract is signed
Signed contracts arrive untracked, leaving marketing ops without PDFs or handoff context. It creates onboarding board items with signed PDFs and assignee details so campaigns start on time.
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Overview
Unrecorded signed contracts slow campaign launches and force manual chasing by marketing ops. This flow captures signatures, attaches PDFs, and creates onboarding items so coordinators get owner context and assets within minutes, accelerating campaign start.