Send onboarding emails when client task is flagged

You log new coaching clients as tasks, but inconsistent messaging and missing coach contacts delay first steps. Receive consistent onboarding emails to clients and assigned coaches the same day.

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Overview

When a single task flags a new client, manual emails and missed coach contacts slow onboarding and waste time. This workflow sends the right templated onboarding message to the client and their assigned coaches within minutes, letting your small team coordinate first steps the same day.