Keep business owner onboarding records updated after outreach

Business owners lose sight of onboarding outreach, risking stalled handoffs. It timestamps the onboarding record for that email and phase, keeping outreach status current so handoffs aren't missed.

Overview

Manual outreach tracking scatters onboarding records and stalls handoffs for small businesses. This workflow keeps your operations table timestamped and phase-tagged after every specialist message, so outreach history is clear and follow-ups aren't missed.

Notable Features

Update onboarding record by phase
Timestamp outreach entries upon message
Notify operations of record updates