IT: Create compliance-tagged onboarding tasks from forms for ops

IT copies onboarding forms manually, causing missed compliance tags and county/contact gaps that stall customer success. Delivering tagged contact and county data so ops and CS start onboarding.

Overview

Incomplete onboarding forms create compliance exposure and stall handoffs between IT, ops, and customer success. This workflow converts every completed form into a compliance‑tagged onboarding request so ops and CS begin work immediately, reducing manual entry and eliminating missed flags.

Notable Features

Create standardized onboarding tasks
Attach compliance tags automatically
Notify ops and customer success