Start onboarding sequence for new client signup emails
Start onboarding sequence for new client signup emails
Your sign-up emails are unstructured, delaying client setup and leaving coordinators without the context to act. Receive task-ready notifications and mapped client records so onboarding starts same day.
Overview
Manual handoffs from incoming signups slow onboarding and frustrate clients. This flow parses sign-up emails and kicks off the configured onboarding subflow so coordinators receive task-ready client records within minutes and begin outreach same day.