For IT: flag unassigned home review calls promptly

Operations coordinators at IT firms miss unassigned Home Review calls in calendars, risking client no-shows. Hourly checks post alerts to your ops channel when no advisor is invited, keeping coverage.

Overview

Unassigned Home Review calls create client scheduling gaps for IT operations and risk missed appointments. This workflow finds unassigned events and posts persistent alerts to your ops channel so advisors are invited before calls, removing manual chasing and improving coverage.

Notable Features

Check upcoming Home Review events
Notify ops channel about unassigned calls
Repeat alert until advisor is invited