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Create onboarding tasks and client folder after booking

Create onboarding tasks and client folder after booking

Booked onboarding calls without folders and tasks leave coordinators unprepared. Get a folder, welcome message, and project tasks created automatically so coordinators are ready before the call.

Create onboarding tasks and client folder after booking

Overview

When onboarding bookings arrive without folders or tasks, coordinators scramble to prepare assets and logistics. This flow provisions a client folder, sends the welcome message, and posts tasks to your project board so coordinators are ready ahead of the call.

Create onboarding tasks and client folder after booking