Send project onboarding emails to new client contacts
Send project onboarding emails to new client contacts
Client contact details often arrive without context, delaying project kickoffs and wasting setup time. It sends onboarding emails automatically so project managers have context and next steps same day.
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Overview
When client contact details arrive without context, project kickoffs stall and teams scramble to prepare. This flow sends a consistent onboarding email automatically and returns the sent-thread reference, giving project managers client context and next steps same day.