Update onboarding records when pilot started tag applied

Operations coordinators lose pilot start visibility when tags live only on project tasks, causing misaligned handoffs and missed follow-ups. It updates the central onboarding record so ops start next steps with accurate pilot dates.

Overview

Missed pilot start updates create misaligned handoffs and frustrated clients. This workflow ensures the central onboarding record reflects pilot dates and status in real time, enabling implementation and ops to begin next steps with confidence; teams report faster handoffs and fewer missed follow-ups.

Notable Features

Write pilot start dates to record
Set onboarding status to In Pilot
Notify implementation and ops channels