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.

Flag bookings from intro emails for team follow-up

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.

Flag bookings from intro emails for team follow-up