Update onboarding records and rename ops project entries

Your onboarding records arrive missing legal or contact fields, delaying provisioning and blocking billing and ownership assignment. They are updated automatically so operations and program coordinators can complete setup same day.

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Overview

When new company details arrive incomplete, operations and program coordinators waste time fixing records and provisioning stalls. This workflow centralizes incoming onboarding data into your tables and renames associated project entries, so setup and billing proceed the same day.