Update onboarding board and notify team when signed
Update onboarding board and notify team when signed
Your onboarding agreements arrive unsigned or untracked, delaying account kickoffs and causing missed handoffs. Signed envelopes are logged and your team is notified so work starts same day.
Overview
When signed onboarding packets aren't tracked, account managers waste time chasing paperwork and kickoffs stall. This flow records signed envelopes on your project board and notifies coordinators so work can begin same day. It cuts manual follow-ups and ensures predictable handoffs before campaigns launch.