Create client workspace and records from onboarding email
Create client workspace and records from onboarding email
Onboarding emails arrive with client info but no structured workspace, causing manual setup and missed handoffs. It provisions a record, folders, a channel, and tracker rows so teams can start same day.
Overview
Onboarding emails left in inboxes force manual provisioning and slow delivery. This flow turns each onboarding email into a configured client record, folders, and a team channel so delivery and IT can begin same day with a clear audit trail.