Create onboarding checklist and alert owner from signed doc

Your signed service agreements lack kickoff details, leaving implementation unassigned. Create a prefilled onboarding checklist and alert owners so setup starts same day.

Overview

Signed contracts should trigger setup, not manual catch-up; otherwise your coordinators waste time and customers wait. This flow creates a prefilled onboarding checklist, attaches the signed document, and notifies the implementer within minutes so setup can begin same day.