Create assessment tasks from new booking entries for prep
Create assessment tasks from new booking entries for prep
Your bookings arrive without structured tasks, so you miss prep notes and candidate context before sessions. You gain tasks with appointment context for same-day prep.
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Overview
Bookings that don't surface as tasks leave coordinators scrambling and candidate context scattered. This flow converts each booking into a structured project item that carries appointment details and contact info, so your team can prepare and follow up the same day. It standardizes intake and reduces missed notes before sessions.