Run onboarding review when rep record updates for handoff

Your onboarding records lack timely performance reviews, leaving new reps unvalidated and delaying quota readiness. Get analyzed readiness notes for each transitioned rep so managers act same day.

Overview

When a rep's onboarding record changes, leadership needs an immediate, objective readiness assessment to avoid slow ramp and missed opportunities. This flow runs an AI review and delivers concise readiness notes so managers get actionable handoffs the same day.