Keep client success project cards updated with sessions

Client success coordinators miss follow-ups when booked session dates aren't on project cards. It updates project cards on booking so coordinators see due dates and plan outreach.

Overview

Missing session dates on project cards causes missed follow-ups and reactive staffing. This workflow keeps project cards current whenever a client books a check-in, enabling coordinators to see due dates and prepare outreach. Customers report faster handoffs and fewer manual updates.

Notable Features

Update project cards on booking
Set due dates from calendar events
Notify coordinators of new sessions