Create prep tasks and booking records from new sessions
Create prep tasks and booking records from new sessions
Your session bookings arrive without prep tasks or a central record, leaving coordinators without context. It creates task items and booking records so coordinators have context same day.
Overview
When bookings don't generate tasks and records, coordinators scramble and sessions start without context. This flow creates prep tasks, a centralized booking record, and a team alert automatically so session leads have everything they need the same day.