Create contract and settlement calendar invites for agents
Create contract and settlement calendar invites for agents
Your contract and settlement dates often arrive without calendar invites, leaving agents uninformed and delaying compliance. Add invites automatically so milestones appear in calendars the same day.
Overview
When contract dates don't appear in calendars, agents and compliance teams scramble and deadlines slip. This flow adds confirmation and settlement events to calendars within minutes of record receipt, so milestones are visible the same day and compliance owners are looped in.