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Create onboarding issues automatically from emailed CSV files

Create onboarding issues automatically from emailed CSV files

Your coaching CSV email attachments sit unprocessed, leaving student account details outside your tracking. Create structured issues so coordinators can triage and finish setups before the next session.

Create onboarding issues automatically from emailed CSV files

Overview

Inbound CSVs for coaching intake often sit in inboxes, blocking account setup and creating last-minute work for coordinators. This flow turns each valid row into a trackable issue so coordinators can triage and complete setups before the next session.

Create onboarding issues automatically from emailed CSV files