Create welcome email for new super user record

Your onboarding rows missing welcome emails delay new super users from accessing admin tools and slow policy setup and sales handoffs. Get new admins set up the same day.

Overview

When an onboarding row is marked complete, this workflow drafts a tailored welcome email so your sales ops and onboarding coordinators can notify new admin users without manual copying and delays. That means admins get access and policy setup can begin the same day.