Send onboarding welcome email and update status row

Your onboarding sheet can leave confirmed clients without a welcome email or required docs, slowing kickoff. It sends a templated welcome and updates status so coordinators can proceed same day.

Send onboarding welcome email and update status row

Overview

When a row shows a confirmed client, this flow sends a consistent welcome message and stamps the onboarding record so coordinators stop chasing missing outreach. That eliminates manual handoffs and lets the team start implementation the same day.

Send onboarding welcome email and update status row