Create student folder and dashboard documents for onboarding
Create student folder and dashboard documents for onboarding
Your enrollment packets often arrive without a student folder or dashboard, leaving coaches without intake context. You get organized folders and prefilled dashboards ready same day.
Workflow preview:
Zap details:
Overview
Completed enrollment packets should launch onboarding, not extra work for coaches. This flow creates a student folder and two prefilled documents from each completed envelope, giving coaches organized intake materials the same day and removing manual setup overhead.