Send onboarding materials when task is created in project
Send onboarding materials when task is created in project
Your onboarding tasks miss client materials and context, so calls start unprepared and require extra follow-up. Receive sent materials automatically so clients are prepared ahead of their call.
Overview
When a new onboarding task is created, automatically emailing the pre-call packet eliminates last-minute scrambling and ensures every client gets the same materials. Coordinators stop chasing attachments and calls start prepared, enabling reliable client readiness ahead of the onboarding meeting.