Keep operations informed when welcome emails go out

Operations coordinators miss onboarding updates when welcome emails aren't logged, spawning duplicate outreach. Mark contracts and notify managers so onboarding status stays accurate.

Overview

Operations coordinators risk duplicate outreach and confused new customers when welcome emails aren't tracked. This workflow marks the contract record and notifies managers when a welcome email goes out, eliminating duplicate outreach and keeping onboarding status accurate. The result is cleaner records, faster handoffs, and zero missed follow-ups for your ops team.

Notable Features

Update contract record on send
Alert managers with onboarding status
Prevent duplicate welcome emails