Add scheduled invitees to outreach sheet and notify team
Add scheduled invitees to outreach sheet and notify team
Your bookings lack referral or clinic context, causing outreach delays and incomplete tracking. Add each booking's contact and parsed clinic info so coordinators can follow up same day.
Overview
Bookings without referral context slow follow up and fragment tracking; this flow fixes that gap. Capture each invitee, extract clinic/referral details, and post a team alert so coordinators can act and close outreach same day.