Create onboarding workspace and channels for new projects

Onboarding projects miss shared folders, workbooks, and a channel, causing setup delays before kickoff. Create standardized workspace resources so onboarding specialists can begin the project same day.

Overview

When projects advance to setup, manual provisioning wastes time and delays kickoff; this flow creates a ready workspace so onboarding specialists can act immediately. Provisioning folders, a workbook, and a team channel within minutes removes setup friction and gets client work started same day.