Create workspace task summary record for client onboarding

Your new client workspaces can hide incomplete onboarding tasks, delaying campaign kickoff and advisor outreach. It captures incomplete tasks and saves a digest for marketing ops same day.

Overview

When a new client workspace spins up you need clear visibility into outstanding onboarding work so campaigns and advisor outreach aren't delayed. This flow captures incomplete tasks, distills them into a concise table record, and gets marketing ops the checklist they need same day.