Keep appointment prep on track for ops coordinators

Operations coordinators miss prep when in-person appointments land in Calendly, causing missed setups and follow-ups. It creates a tracked ops task so no appointment is overlooked.

Overview

Missed appointment prep creates chaotic handoffs and poor customer experiences for operations coordinators. This workflow converts every booking into a tracked ops task with contact and start time, ensuring preparation happens and appointments don't slip through.

Notable Features

Create ops task from invitee
Attach contact and start time
Notify assignee for preparation