Notify advisors when client invites are accepted and start onboarding outreach

Advisors lose momentum when invite acceptances slip by, causing onboarding delays and missed follow-ups for new clients. Instant alerts route accepted invites to the right advisor so outreach happens promptly.

Overview

Advisors risk losing momentum when accepted invites go unseen, creating onboarding gaps and frustrated new clients. This workflow routes each accepted invite to the assigned advisor and creates an onboarding task, removing manual chase and ensuring prompt outreach. Customers report faster handoffs and fewer missed follow-ups.

Notable Features

Route accepted invites to advisor
Send email and Slack alerts
Create onboarding task automatically