Create onboarding records and send welcome emails quickly

Your assistant signups sit untracked, delaying qualification and matching for client projects. Capture each signup and send staged welcome messages so candidates move forward same day.

Overview

Untracked assistant signups create manual work and slow client matching; this flow captures each signup into a searchable candidate list and sends immediate onboarding messages. Program coordinators can then qualify and match candidates same day, reducing manual triage.