Send pre-call onboarding resource DM to assigned rep

Your intro calls arrive without a pre-call resource pack, leaving onboarding reps unprepared and customers delayed. The workflow sends a DM to the assigned rep so materials go out ahead of the call.

Overview

Missed pre-call prep undermines onboarding momentum and wastes both rep and customer time. This flow nudges the assigned onboarding rep the moment a call is scheduled, so kickoff materials are sent and customers arrive ready ahead of the meeting.