Keep client program records current when meetings are booked

Operations coordinators miss onboarding dates when discovery meetings aren't logged, causing status mismatches. This updates the client program record so staff see correct onboarding dates and act.

Overview

Operations coordinators lose time when calendar bookings don't flow into program records, causing follow-ups to slip. This workflow writes scheduled discovery meetings into the client program record so operations and program staff work from accurate onboarding dates and stop chasing manual updates.

Notable Features

Update program records from calendar
Notify operations and program staff
Create follow-up tasks for onboarding