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Create intro task and post partner acceptance message

Create intro task and post partner acceptance message

Your partner approvals lack a clear handoff, delaying introductions and scheduling for deal owners. Introductions occur same day when tasks and partner notices are created.

Create intro task and post partner acceptance message

Overview

When a partner enquiry is approved, manual handoffs often delay introductions and leave deal owners scrambling. This workflow creates a handoff task and posts a partner-channel announcement so introductions and scheduling happen the same day.

Create intro task and post partner acceptance message