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Create follow-up tasks from new calendar events for agents

Create follow-up tasks from new calendar events for agents

You lose meeting context when calendar events aren't logged, so agents miss follow-ups and negotiation details. Capture each event as a task for your brokerage team to act on the same day.

Create follow-up tasks from new calendar events for agents

Overview

When meetings live only on personal calendars, details and follow-ups get lost and clients wait. This flow logs each meeting as an assignable task so advisors and coordinators see context and act on follow-ups the same day.

Create follow-up tasks from new calendar events for agents