Create onboarding tasks from new orders for support
Create onboarding tasks from new orders for support
Your checkout transactions lack a structured onboarding record, causing coordinators to chase missing documents. It creates prefilled tasks and sends starter emails so onboarding starts same day.
Overview
When orders land as raw checkout events, coordinators waste time extracting details instead of helping customers. This flow converts each order into a prefilled task, subtask, email, and tracker row so onboarding can begin and documents are requested same day. That reduces manual handoffs and speeds customer activation.