Send onboarding email to dashboard viewers missing sandbox

Your dashboard viewers without sandboxes leave reps without API-ready leads. They get an onboarding email so sales ops can prompt API setup and convert users within one week.

Overview

When users view your dashboard but never create a sandbox, reps miss a prime onboarding moment and conversion suffers. This workflow emails those viewers and flags their records so sales ops can prompt API setup and convert them within the first week.