Update onboarding projects with branch form responses fast

Your onboarding projects miss branch dates and call links, leaving CSMs unable to schedule imports or trainings. It updates dates, links, and import plans so you can act same day.

Overview

When branch intake forms are handled manually your CSMs waste time reconciling dates and links and risk delayed sessions. This flow injects branch-specific scheduling and links directly into the active onboarding project so coordinators always see the latest plan. That means fewer manual edits and faster readiness—ready to act the same day.