Send onboarding status emails when filtered deal updates

Your onboarding deals in the filtered pipeline may be marked won or lost without a consistent alert, leaving coordinators without handoff context. It notifies the right inbox so they act same day.

Overview

Deals that flip to won or lost in your onboarding funnel often leave coordinators scrambling for context. This workflow delivers contextual emails to the onboarding inbox within minutes so coordinators can complete handoffs and start next steps the same day.