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Create triage tasks from new client meeting bookings

Create triage tasks from new client meeting bookings

When bookings miss structured answers, your advisors lose prep details and meeting context. Create meeting tasks with context so advisors have prep and follow-up ready before the meeting.

Create triage tasks from new client meeting bookings

Overview

Unstructured bookings force advisors to scramble for context and delay timely follow-up. This flow turns each scheduling event into a tracked meeting item with UTM and employer context so advisors have prep-ready notes within minutes and follow-ups happen before the meeting.

Create triage tasks from new client meeting bookings