Assign deal owner and log kickoff meeting for deals

Your scheduled kickoff bookings lack owner and deal context, leaving account managers scrambling. You get owner assignment and meeting details added to the deal same day.

Overview

When a customer schedules a kickoff, you need the right owner and context on the deal immediately so onboarding doesn't stall. This flow automatically assigns the account owner and writes the meeting into the deal record, enabling same-day follow-up and cleaner handoffs between sales and onboarding.