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Create engagement tasks from webhooks and set next date

Create engagement tasks from webhooks and set next date

You get rolled engagement events as loose items, leaving preparers without client context or dates. It creates engagement tasks with due dates and owners so work is scheduled same day.

Create engagement tasks from webhooks and set next date

Overview

When rolled engagement events arrive as loose, unstructured items, preparers waste time finding client names and dates. This flow converts those events into structured engagement tasks with due dates and owners, so preparers can start work the same day and avoid scheduling delays.

Create engagement tasks from webhooks and set next date