Mark onboarding and campaign tasks complete after emails

You miss onboarding progress when post-send tasks remain open after template emails. It closes those tasks automatically so your reps see updated status ahead of client kickoff.

Overview

When reps send templated onboarding and campaign emails, lingering follow-up tasks create confusion and duplicate outreach. This workflow automatically closes those tasks and updates the campaign activity so your reps see accurate lead status within minutes, before client kickoff.