Send onboarding welcome emails on account creation status

Your onboarding board items marked for account creation can stall, causing new agents to miss setup steps and delay go-live. Get them scheduled and informed the same day.

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Overview

Status-driven onboarding often stalls when someone forgets to send next-step instructions. This flow makes onboarding coordinators immediately deliver a personalized welcome email and scheduling link, so new agents are informed and scheduled the same day.