Create support call record from scheduled payment bookings

Your scheduled payment support meetings aren't centralized, leaving CSMs without attendee context or payment details. Add meeting rows automatically so the team can prep and follow up same day.

Overview

If your payment-support bookings live only in calendar notifications, CSMs miss attendee context and required payment details, slowing follow-up. This flow captures each booking into a shared worksheet and alerts the owner so your team can prep and reach out the same day.