Founder: stop onboarding paperwork delays and assign tasks

Founder loses candidate documents, stalling onboarding and cohort starts. This flow emails upload links, creates onboarding tasks, and advances stages so cohorts begin without manual follow-up.

Overview

Founder-led training programs lose momentum when paperwork stalls cohort launches. This workflow guarantees every candidate gets a document upload link and an internal onboarding card is created, eliminating manual handoffs and missed paperwork. Customers report faster handoffs and zero missed follow-ups.

Notable Features

Email candidates document upload links
Create onboarding tasks in project board
Advance candidate stage in CRM