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Create agenda rows for new booking attendees per owner

Create agenda rows for new booking attendees per owner

Bookings not logged to the right agenda leave advisors without context. Add bookings to owner agenda sheets so advisors have attendee info ahead of each call.

Create agenda rows for new booking attendees per owner

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Overview

If bookings aren't logged consistently, advisors miss prep and intake becomes fragmented. This flow captures each new booking into the correct owner agenda and records intake answers, giving advisors the context they need within minutes before every call.

Create agenda rows for new booking attendees per owner