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Create onboarding task and client folder from submission

Create onboarding task and client folder from submission

Your intake form submissions arrive untracked, so consultants lack documents and context and prep is delayed. You receive a task, client folder, and sheet row so consultants can begin prep same day.

Create onboarding task and client folder from submission

Overview

Intake that sits in a webhook or inbox costs your consultants time and risks missed deadlines. This flow turns each submission into a prioritized task with a linked client folder and sheet entry so work can start the same day.

Create onboarding task and client folder from submission