Create new partner records and notify onboarding team

Your onboarding submissions arrive unstructured, forcing manual re-entry and delaying partner setup. Create partner records, add contact, and notify coordinators so setup starts same day.

Overview

Remove manual re-entry from partner intake and get program coordinators working from structured data instead of fragmented submissions. With records, a kickoff task, and a channel alert created automatically, setup work can start same day without handoffs.