Create follow-up tasks from coaching updates for coach team
Create follow-up tasks from coaching updates for coach team
Your coaching records update without creating follow-up tasks, so coaches miss scheduled outreach and members wait. This creates assigned follow-up tasks so outreach happens before the next session.
Overview
When coaching notes change, your coordinators and coaches need clear tasks — not manual follow-ups. This flow turns updated records into scheduled, assigned work items with context so outreach happens before the next session.