Create onboarding task from advisor first review event

Your advisors' first-review records often arrive without an onboarding task, stalling setup. It creates a table record, drafts welcome emails, and assigns a task so coordinators finish same day.

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Overview

When an advisor posts their first review, you need a reliable handoff so onboarding doesn't stall. This workflow captures the review, creates the internal record, drafts welcome messages, and assigns a task so coordinators can finish onboarding the same day.