Route completed onboarding task to the next team step

Your state-details task misses filing month and state code, forcing coordinators into manual lookups and delaying onboarding. This delivers structured next-step data so setups proceed same day.

Overview

Manual lookups on completed onboarding tasks slow down customer setup and introduce handoff risk. This flow enriches finished state-details tasks with filing-month and state-code context and pushes a structured next-step payload so coordinators can move setups forward same day.