For business owners: Add meeting links to bid records

Business owners flag bids manually, causing vendor invites to be missed. It adds a personalized scheduling link and updates status so owners can share meeting invites without crafting URLs.

Overview

Manual bid workflows create missed vendor meetings and stalled projects. This workflow inserts personalized scheduling links into flagged bids and updates status so owners and project leads can send invites without creating URLs. The result is faster handoffs and fewer missed invites, improving vendor coordination.

Notable Features

Insert personalized scheduling links
Update bid status after creation
Attach ready-to-send meeting links