Update intake board when new subscriptions are created

Your new subscriptions can arrive without updated onboarding status, leaving coordinators unsure and kickoff delayed. Get the onboarding board updated so coordinators can start intake same day.

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Overview

Subscription purchases often leave onboarding teams waiting for status updates, which delays intake and kickoff. This workflow writes purchase details and formatted start dates to the intake board so coordinators see accurate context and can begin intake the same day.