Create onboarding tasks and send welcome emails to clients
Create onboarding tasks and send welcome emails to clients
Kickoff form rows land in a sheet but onboarding often stalls, leaving account managers without folders or task context. Auto-create emails, folders, and project items so onboarding starts same day.
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Overview
Intake rows sitting in a sheet shouldn't be where onboarding starts — that causes delays and manual work for account managers. This flow creates the contact, folder, welcome email, and work item so your team has everything assigned and visible within minutes, enabling same-day launch prep.