For capital markets: clear canceled advisor consultations

Support ops see canceled consultations leave advisor calendars blocked, risking delayed onboarding and lost advisory chances. It removes canceled meetings so slots free for rebooking.

Overview

Canceled consultations block advisor availability and delay client onboarding in capital markets, risking advisory opportunities. This workflow removes canceled meetings from advisors' calendars so support ops can free slots and rebook clients faster, keeping availability accurate and cutting manual calendar cleanup.

Notable Features

Remove canceled meetings from calendars
Alert support ops of freed slots
Update scheduling dashboards with freed time