Generate and assign onboarding cohort code to records

Your onboarding records lack cohort codes after batch assignment, causing tracking gaps. The workflow populates cohort codes on records so coordinators can report status same day.

Overview

For small founder-led teams in community and financial services, manual cohort code creation wastes time and breaks reporting. This flow generates deterministic cohort codes, updates records, and increments batch counters so coordinators can close the intake loop same day.