Send onboarding survey request and log follow-up reminders

Your onboarding sheet rows sit idle when coordinators aren't notified, leaving feedback uncollected. You get timely prompts and a logged entry so follow-ups occur before the four-day reminder.

Workflow preview:

Zap details:

Overview

Manual outreach after an onboarding row update leaves feedback gaps and creates unnecessary busywork for coordinators. This flow puts the survey link directly into the assigned coordinator's inbox, logs the outreach, and issues a reminder before the four-day follow-up window so responses are captured consistently.