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Create meeting intake items on your project board

Create meeting intake items on your project board

Your booked meetings arrive without structured lead context, so advisors miss prep and follow-up steps. Capture meeting data to create triage items and assign owners for same-day follow-up.

Create meeting intake items on your project board

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Overview

When meetings are scheduled without structure, advisors miss prep and opportunities. This flow captures each booking, enriches it with tracking and domain signals, and creates an actionable intake item so your team can assign and follow up same day.

Create meeting intake items on your project board