Send welcome and provisioning emails to new agents

Your roster's new agent rows need manual welcome emails and folder invites, slowing onboarding. Provision new agents the same day with staged messages and immediate folder access.

Workflow preview:

Zap details:

Overview

Stop relying on manual emails and ad-hoc folder invites that delay agent activation. This flow turns roster updates into a repeatable provisioning sequence so new agents receive access and onboarding materials the same day, freeing program coordinators to focus on training.