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Create workshop intake tasks from signups for coordinators

Create workshop intake tasks from signups for coordinators

Your workshop signups sit in marketing lists without attendee context, so coordinators can't prepare logistics. Coordinators receive intake tasks with attendee details so they can act same day.

Create workshop intake tasks from signups for coordinators

Overview

When workshop registrants sit only in marketing lists, coordinators lack attendee context and event prep slips. This flow turns signups into assigned intake tasks so coordinators have attendee details and can prepare same day.

Create workshop intake tasks from signups for coordinators