Create project kickoff alerts when deals are won

Your won deals lack a clear handoff, leaving onboarding tasks unassigned and start dates delayed. Kickoff alerts post to project channels so teams can start onboarding same day.

Overview

Deals marked won must trigger immediate delivery activity—without context, onboarding stalls and client expectations slip. This workflow delivers concise kickoff alerts to your project channel and optionally creates a project record so teams can assign resources and begin onboarding within hours.