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Create client onboarding workspace, assign AM, and notify team

Create client onboarding workspace, assign AM, and notify team

You stall onboarding when a client's first invoice clears but no project workspace or task context is created. This creates the folder, tracker row, and team alerts so onboarding begins same day.

Create client onboarding workspace, assign AM, and notify team

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Overview

When a client pays, onboarding should be immediate — not manual. This flow creates the project workspace, logs the client in your tracker, notifies the right Account Manager, and sends the welcome email so onboarding kicks off same day.

Create client onboarding workspace, assign AM, and notify team