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Create onboarding project from messages and assign owner

Create onboarding project from messages and assign owner

Your onboarding requests in chat often lack details, delaying project creation and missing setup steps for new hires. New projects are created for coordinators the same day so tasks start immediately.

Create onboarding project from messages and assign owner

Overview

When onboarding requests arrive as freeform messages, project setup often stalls and coordinators scramble. This flow extracts key identifiers and triggers project creation so coordinators receive ready projects the same day, reducing setup lag.

Create onboarding project from messages and assign owner