Create onboarding and intro tasks from booking rows

Your trial booking rows lack context, causing instructors and ops to miss setup details. It creates CRM tasks and sends booking context so teams can prepare and assign owners same day.

Overview

When booking rows arrive without structured context, instructors and ops scramble and students risk missed setups. This flow converts each booking into CRM updates, scheduled setup and intro tasks, and a reviewed draft message so teams can prepare same day.