Add setup call date to project database record
Add setup call date to project database record
Your setup call events lack linked project context, leaving coordinators without prep details. Adds the meeting date to the project record so coordinators can act same day.
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Overview
Missing meeting dates in project records forces manual chasing and slows customer onboarding. This flow captures scheduled setup calls, finds the matching project by customer email, and writes the meeting date back so coordinators have the context they need to act the same day.