Send client welcome email and create onboarding channel

Your new client records sit unaddressed without a welcome email or private workspace, delaying handoffs. Get clients welcomed and a private channel created so onboarding starts the same day.

Overview

New client intake often creates manual busywork and fragmented handoffs; this flow welcomes the client and provisions the collaboration workspace automatically. Account managers get context, a billed customer record, and team invites the same day, so onboarding begins without delay.