Keep check-in bookings aligned with ops and CS workflows

Operations coordinators lose customer context when check-ins stay only in calendars, causing last-minute confusion and missed prep. This creates a call record, notifies ops and customer success, and adds a project board task so staff can prepare.

Overview

Operations coordinators often scramble when check-in details live only in calendars, risking last-minute prep and poor customer experience. This workflow captures every booked check-in into a call record and project board task, alerts ops and customer success, and ensures zero missed follow-ups so staff are prepared for every interaction.

Notable Features

Create call records from calendar events
Notify ops and customer success
Add task to project board