Create onboarding checklist rows from new deals in tracker

Your signed deals lack consistent onboarding records, leaving coordinators without intake details. It adds a structured row per deal so setup tasks are visible same day.

Overview

When signed deals don't land in a central onboarding tracker, client handoffs stall and setup work becomes manual. This flow writes structured intake rows for each qualifying deal so Sales Ops and coordinators see setup items same day, accelerating client activation.