Create onboarding project and client folders from channel messages

Your closed-deal channel messages omit onboarding artifacts, so coordinators manually create folders, tickets, and project tasks. Create all onboarding records and a project so handoff happens same day.

Overview

Stop manual setup after every closed deal and remove handoff friction; this captures a channel message and provisions folders, support records, and an onboarding project so coordinators can start work same day. IT gains consistent, auditable provisioning and reduces repetitive tickets for initial setup.