Create client intake task from new meeting booking
Create client intake task from new meeting booking
Booked meetings often lack intake tasks and upload links, so client documents go uncollected. You get an intake task, draft emails, and a secure file request so files arrive before the meeting.
Overview
When meetings are booked, intake prep often happens ad hoc and documents arrive late or not at all. This flow turns each booking into a Trello intake task, contact record, secure file request, and draft emails within minutes so assistants can prepare before the appointment.