Create onboarding project and alert team on contract
Create onboarding project and alert team on contract
When signed contracts don't create projects, your onboarding tasks stall and coordinators miss setup details. The workflow creates a project and notifies your team so onboarding starts same day.
Overview
Signed contracts should trigger work, not wait for it. This flow spins up a client project from your template and alerts the operations channel so onboarding coordinators can begin setup the same day. It removes manual handoffs and shortens time-to-first-task.