Prevent onboarding delays when Sidekick access is granted

Operations coordinators miss Sidekick Access Given tags, leading to stalled onboarding and missed upsell handoffs. Alerts notify implementations and onboarding so they act within minutes.

Overview

Operations risk stalled onboarding and lost momentum when Sidekick access updates aren't communicated. This workflow turns a single tag into targeted alerts and follow-up tasks for implementations and onboarding, eliminating missed handoffs and ensuring responses happen within minutes.

Notable Features

Notify implementations and onboarding instantly
Include task details and Org ID
Create follow-up tasks for next steps