Create prep tasks and calendar events for strategy reviews

Your strategy review bookings lack prep assignments, leaving coordinators without context. It assigns prep tasks and logs meeting details so teams are ready before each review.

Create prep tasks and calendar events for strategy reviews

Overview

When strategy reviews are booked, coordinators need context and assigned tasks to prepare; without a reliable handoff, prep gets missed and meetings underdeliver. This flow creates the event, assigns prep tasks, and writes a tracking row so teams are ready ahead of each review.

Create prep tasks and calendar events for strategy reviews