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Create onboarding tasks and contacts from finalized agreements

Create onboarding tasks and contacts from finalized agreements

Your signed client agreements arrive as emails with no structured data, delaying agent prep and onboarding. Create contacts, onboarding tasks, and tags so follow-up occurs before the first meeting.

Create onboarding tasks and contacts from finalized agreements

Overview

Signed agreements shouldn't create manual work for agents and office managers. This flow extracts agreement details, creates an onboarding task and contacts, and notifies your team so client setup and outreach happen the same day as signing. Free your staff from data entry and ensure every new client gets timely attention.

Create onboarding tasks and contacts from finalized agreements