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Create client review event and notify team channel

Create client review event and notify team channel

Your client review bookings lack CRM events and tracker rows, leaving advisors without meeting context. You get CRM events and updated tracker rows so advisors can prepare same day.

Create client review event and notify team channel

Overview

When client bookings don't become CRM events, advisors lose context and coordinators scramble to catch up. This flow turns each review booking into a CRM event, updates your tracker, and posts a team summary within minutes so everyone is prepared same day.

Create client review event and notify team channel