Create onboarding work intake row from closed deals

Closed Won opportunities without a central intake leave your implementation team missing kickoff context. Coordinators get full context to triage and schedule onboarding within minutes.

Overview

Closed Won deals often arrive without the structured context implementation teams need, causing kickoff delays and repeated clarification loops. This flow captures deal details into a single intake row and triggers onboarding work so coordinators can triage and schedule within minutes.