Create onboarding task immediately from new client record

Your client intake records sit untriaged, leaving coordinators without tasks or context before kickoff. Get a structured onboarding run with assigned owners so work starts same day.

Overview

Intake records that don't spawn an onboarding run create manual work and missed kickoff context for coordinators. This flow starts the configured onboarding run and assigns owners within minutes, so account teams can begin client work the same day.