Send onboarding welcome email and update status row
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.
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.