Flag bookings from intro emails for team follow-up

Your booking records miss an intro flag when client emails arrive, causing unclear handoffs. The workflow updates the booking and signals the team to act same day.

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Overview

Untracked introductions leave coordinators scrambling and delay onboarding; a simple flag on the booking creates a clear handoff and removes ambiguity. This flow finds the related booking, updates its status, and alerts coordinators so preparation happens the same day.