Create calendar check records from booking emails automatically
Create calendar check records from booking emails automatically
When booking emails are untracked, appointments lack client context and cards don't move for onboarding. Gain calendar check records and routed cards so coordinators can prep same day.
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Overview
Untracked booking emails leave coordinators scrambling and project cards unmoved; that costs prep time and creates meeting confusion. This flow creates an enriched calendar check record and routes the right project card within minutes so your coordinators can prepare meetings the same day.