Onboarding coordinators capture client setup tasks from messages

Onboarding coordinators lose setup requests in team messages, risking delayed launches and unhappy clients. Turn messages into tracked onboarding tasks so coordinators start client setup.

Overview

Missed onboarding messages delay client launches and damage first impressions. This workflow converts those messages into tracked tasks assigned to coordinators, eliminating manual handoffs and ensuring onboarding starts without missed steps.

Notable Features

Create tracked onboarding tasks
Assign tasks to coordinators
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