Send new onboarding survey updates to operations inbox

Your onboarding survey items sit untriaged on the board and delay client intake. Coordinators receive structured client details in their ops inbox so they can start setup the same day.

Send new onboarding survey updates to operations inbox

Overview

When onboarding surveys pile up, client setup stalls and coordinators waste time hunting for intake details. This flow turns every new board item into a structured ops email so coordinators get full client context and can begin setup the same day.

Send new onboarding survey updates to operations inbox