Notify onboarding team for new trial project record

Your trial onboarding records arrive without clear assignment, leaving coordinators unprepared for kickoff. Coordinators receive context-rich alerts so they can act the same day.

Overview

When trial onboarding records lack assignment or context, kickoff stalls and trial momentum slips. This flow delivers context-rich alerts to your onboarding channel so coordinators can prioritize and begin work the same day, preserving conversion windows.