Create new client record and send welcome email

Your Slack client registration messages aren't captured, stalling onboarding and duplicating work. You receive a welcome email and a saved client record so coordinators can start setup same day.

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Overview

When client registration messages sit untracked in chat, onboarding grinds to a halt and manual handoffs multiply. This flow extracts contact details, sends the welcome email, and creates a recorded client entry so coordinators can begin setup the same day.