Send partner welcome email from new board entry

Your incoming partner entries on the board go untriaged, leaving referrers without onboarding context. A welcome email is sent and the lead is logged so coordinators can follow up same day.

Send partner welcome email from new board entry

Overview

Stop letting pre-partner intake sit untriaged — this flow sends a professional welcome and logs the lead automatically so program coordinators can act immediately. Expect every new board entry to get outreach and an audit record same day.

Send partner welcome email from new board entry