Update project task dates from client onboarding emails
Update project task dates from client onboarding emails
Your onboarding emails include setup, training, and go‑live dates that never reach task records, leaving schedules unclear. It updates task due dates and milestone fields so your team is ready same day.
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Overview
When onboarding dates live only in email, launches slip and coordinators scramble. This flow extracts those dates and writes them into task due dates and milestone fields, delivering accurate schedules so teams are ready the same day.