Create onboarding task from team messages for new clients

Client intake details in team chat often sit untracked, stalling setup and campaign kickoff. This captures those details and delivers a ready task to coordinators the same day.

Overview

When client intake lands in team chat, onboarding can stall while details are copied manually. This flow extracts the core info, creates a ready task for your program coordinators, and posts an alert so setup and outreach begin the same day.