Create onboarding and customer records from sheet updates
Create onboarding and customer records from sheet updates
Your client intake spreadsheet rows often sit unprocessed, leaving onboarding coordinators without a single customer record. It creates customer and onboarding items so coordinators get handoffs quickly.
Overview
Stop intake rows from falling through the cracks and make onboarding predictable. This flow turns updated spreadsheet rows into structured customer and onboarding items so coordinators get organized handoffs within minutes.