Send templated welcome message to new contacts immediately

Your intake contacts miss confirmations when outreach is manual, delaying intake coordinators' next steps. It sends a templated client message so coordinators get confirmations within minutes.

Overview

Manual outreach for onboarding confirmations ties up intake coordinators and risks delayed client engagement. This workflow delivers a templated client message automatically when automation criteria are met, so coordinators receive confirmations within minutes and avoid follow-up backlogs.