Add new onboarding bookings to the central scheduling sheet

Your onboarding bookings sometimes miss the roster, leaving campaign managers without attendee context. Bookings are logged to a central scheduling sheet so teams can start welcome outreach same day.

Overview

When onboarding bookings never reach your roster, campaign managers and CSMs lose precious prep time and miss the chance for timely welcome outreach. This workflow captures qualifying bookings into one scheduling sheet so teams can start outreach and be prepared the same day.