Post new account messages from team chat to onboarding

When new account notes appear in team chat, onboarding coordinators lose context and delay next steps. The workflow posts those messages into the onboarding channel for immediate triage within minutes.

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Overview

Handoffs from chat to onboarding often lose critical context and slow first touches. This workflow funnels new-account messages into your onboarding channel so coordinators see and triage notes within minutes, eliminating manual copy-paste and speeding initial outreach.