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Create onboarding task cards from new scheduling rows

Create onboarding task cards from new scheduling rows

Your scheduling rows often lack context, leaving coordinators without clear onboarding tasks. It creates a task card with client context so coordinators can complete setups the same day.

Create onboarding task cards from new scheduling rows

Overview

Unprocessed scheduling rows leave coordinators scrambling and delay trainee onboarding. This flow converts each qualifying sheet row into a structured task card with client context, so program coordinators can finish setups the same day.

Create onboarding task cards from new scheduling rows