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Update client records and create onboarding folders and emails

Update client records and create onboarding folders and emails

New client notices arrive unstructured, leaving intake sheets incomplete and slowing kickoff. It updates account rows, creates onboarding folders, and sends welcome emails so teams start work same day.

Update client records and create onboarding folders and emails

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Overview

Unstructured intake slows every kickoff and forces PMs into manual setup. This workflow turns a new client webhook into finished account records, a named project folder tree, and welcome emails. The result: project managers have full context and can begin delivery the same day.

Update client records and create onboarding folders and emails