Create onboarding task from new booking for coordinators
Create onboarding task from new booking for coordinators
Your kickoff bookings arrive without a tracked onboarding task, leaving coordinators without context or prep time. You receive a board item and team alert so staff can prepare before the session.
Overview
When bookings arrive untracked, coordinators scramble and customers experience delayed kickoff prep. This flow creates a board item and a team alert as soon as a booking occurs, so your CS staff have attendee context and can prepare the same day.