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.

Send onboarding email when sheet row marked ready

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.

Send onboarding email when sheet row marked ready