Add scheduled invitees to intake records and mailing list

Your scheduled meetings lack a central intake, leaving coordinators with scattered contact details. This creates a single intake and adds contacts to outreach lists for timely follow-up within minutes.

Add scheduled invitees to intake records and mailing list

Overview

When invitees aren't captured centrally, coordinators spend time chasing context and important follow-ups slip. This flow records each scheduled invitee in your intake log and pushes the contact to outreach lists, so coordinators can act on new meetings within minutes.

Add scheduled invitees to intake records and mailing list