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Create client project from new intake and notify team

Create client project from new intake and notify team

Your client intake often lacks a project, forcing coordinators to manually create onboarding tasks and delaying starts. You get a prebuilt project with an email alert so work can start same day.

Create client project from new intake and notify team

Overview

Manual project setup for every new intake wastes coordinator hours and delays client work. This flow generates a templated onboarding project, updates the intake record, and emails your team so tasks can begin the same day. It removes a repetitive handoff and gets delivery moving immediately.

Create client project from new intake and notify team