Keep project managers on top of attendee onboarding status

Project managers see completed agreements but attendees lack onboarding access, causing confusion and extra manual work. Auto-enrollments and a welcome message grant access and stop manual follow-up.

Overview

Project managers risk attendee frustration and extra manual work when completed agreements don't trigger onboarding. This workflow auto-enrolls attendees and delivers a tailored welcome so access is granted and manual follow-up stops.

Notable Features

Enroll attendees into onboarding system
Send personalized welcome onboarding message
Log onboarding status to project tracker