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Create onboarding task and draft email for advisors

Create onboarding task and draft email for advisors

You get advisor completions without a handoff, delaying profile updates and outreach. It creates a task and draft message so coordinators finish review setup the same day.

Create onboarding task and draft email for advisors

Overview

When an advisor completes the course, this flow hands the work off to onboarding so nothing stalls. It creates a task and a ready draft email, enabling your coordinator to finish profile review setup the same day.

Create onboarding task and draft email for advisors