Create shipping task and label row after welcome email
Create shipping task and label row after welcome email
When you send welcome emails, missing shipping addresses and untracked labels delay kit fulfillment and stall onboarding. Get shipping rows and owner tasks so kits ship same day.
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Overview
A welcome email should trigger onboarding action, not manual follow-ups. This flow populates your shipping worksheet and opens owner tasks within 30 minutes so account managers and fulfillment staff can ship kits the same day.