Business strategist: route booked meetings to correct follow-ups

Business strategists in consumer services miss onboarding context when meetings aren't routed, harming client experience. Route calendar bookings to correct follow-up flows so staff act with full context.

Overview

Missed handoffs after booked meetings damage client experience and reduce repeat business. This workflow routes each calendar booking to the right onboarding, launch, checkpoint, or graduation flow and notifies the owner so follow-ups happen with full context and manual handoffs disappear.

Notable Features

Route bookings by meeting type
Attach invitee and meeting context
Trigger onboarding flows and notifications