Create onboarding email draft with invoice and lesson info

Student onboarding updates often arrive without an email draft, delaying invoices and confusing families. A ready draft lets coordinators send invoices and lesson details same day.

Create onboarding email draft with invoice and lesson info

Overview

Stop relying on manual copy/paste to get invoices and lesson details into parent emails. This flow creates polished email drafts with invoice attachments immediately after a record update, so coordinators can review and reach families same day.

Create onboarding email draft with invoice and lesson info