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Automate New Customer Data Sharing & Key Onboarding Processes
Use this play to automate steps in your internal handoff to help you scale your onboarding experience. (If you’re unfamiliar with internal handoffs or haven’t created one yet, run this play first.) You can also use this play to automate your handoff between onboarding and customer success.
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if you're ready to find out how TaskRay can help you get every customer off t a good start, we're here to help!