Create onboarding task set for each new travel booking

If a booking reaches the booked stage without handoff tasks, your ops team misses onboarding details for trips. It creates a standardized onboarding task set and logs the sale so work begins same day.

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Overview

Manual handoffs after a booking create friction and missed steps. This flow instantly spins up a standardized onboarding task set, records the sale in a central sheet, and alerts your team so operations can start fulfillment the same day.