Create client folder and populate initial meeting workbook
Create client folder and populate initial meeting workbook
Your Calendly bookings often lack a shared client folder and prefilled notes, leaving advisers unprepared. The workflow creates a folder, uploads notes, and updates master sheet so data is ready same day.
Overview
When a client books a meeting, this flow gives advisers a ready folder, prefilled meeting notes, and a master-report entry without manual steps. That reduces prep time and ensures files and data are available same day for advice and compliance.