Create engagement agreement PDF when task is completed
Create engagement agreement PDF when task is completed
Your onboarding tasks leave agreement drafts unmerged and missing client context. Attach finalized agreement PDFs for review so kickoff prep finishes same day.
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Overview
When an onboarding task hits the agreement step, this flow produces and attaches a review-ready agreement so coordinators and legal can start review immediately. It removes manual assembly delays and ensures documents are available same day, while also producing a consistent document dataset your data team can audit for compliance and reporting.