Create CRM notes from task comments for tickets

Task comments with customer context remain siloed, so support lacks ticket history during triage. It creates CRM engagement notes so teams gain consolidated ticket context for same-day follow-up.

Overview

When task comments contain customer details but live only in project tasks, support and account teams lose ticket history and slow triage. This workflow creates CRM engagement notes and a processed record so teams get consolidated ticket context for same-day responses.