Create onboarding task from incoming customer message now

New-customer messages in team chat leave onboarding steps unassigned and timelines unclear. Create a tracked onboarding task so implementation staff have accounts and training ready before the first session.

Create onboarding task from incoming customer message now

Overview

Untracked 'New Customer' notes create manual rework and missed training windows for a small implementation team. This flow converts those messages into a prioritized onboarding task and fires a welcome email so setup and training can be scheduled the same day.

Create onboarding task from incoming customer message now