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Create tasks in Microsoft To-Do for new Trainerize clients

  1. When this happensStep 1: New Client

  2. Then do thisStep 2: Create Task

Whenever you add a new client, you may wish to create a new task in Microsoft To-Do to follow up or check off a welcome checklist. Use this automation to create a follow-up task each time a client is added to Trainerize. You can also build on it by adding due dates or checklists to streamline the onboarding process for a new client.

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