Create onboarding tasks when a deal is won

Closed deals often arrive without an onboarding checklist, leaving owners and operations scrambling. Create assigned onboarding tasks and post a team notice so work begins same day.

Overview

When a deal closes, onboarding work often drifts and founders wait for access while tasks pile up across tools. This flow creates a repeatable task pack, assigns owners from a mapping table, and announces the new portfolio item so onboarding can start same day.