Create onboarding email log entries for project records

Your sent onboarding emails aren't logged, leaving gaps in handoffs and time records. Capture those emails into a project log so your implementation team has context and billing ready records within minutes.

Overview

Stop losing onboarding context in scattered sent mail; this workflow captures every sent onboarding message into a single project log so your implementation managers always have the history they need. Teams get billing-ready records and clear handoff context within minutes, improving client check-ins and time reconciliation.