Keep customer support ops on top of coach follow-ups

Customer support ops lose track of 10X Momentum bookings, so coaches miss sending session notes and participants get no prep. Add a coach task at booking so notes are ready before the session.

Overview

Missed post-session notes frustrate participants and create avoidable work for customer support ops. This workflow creates a coach task when a 10X Momentum session is booked, turning manual handoffs into reliable follow-ups with manual entry eliminated so notes are prepared before sessions.

Notable Features

Create coach tasks when booked
Assign tasks to booked coach
Notify support ops of missed follow-ups