Send onboarding email when sheet row marked ready
Send onboarding email when sheet row marked ready
You log client signups in a sheet, and manual emails delay onboarding. Clients receive the onboarding email automatically and can start the process within minutes.
Overview
Eliminate manual onboarding emails and ensure every new client gets your welcome message within minutes of an entry update. This frees owners and client success staff from repetitive outreach and accelerates first-touch and project starts.