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Keep operations coordinators on top of client meetings

Operations coordinators miss recurring meetings when event subjects go unlabeled, leaving agendas unprioritized. It tags matching events so coordinators and account teams prioritize ongoing meetings.

Keep operations coordinators on top of client meetings

Overview

Missed or unlabeled client meetings create scramble for operations and delay account prep. This workflow tags calendar events that match the subject so coordinators and account teams spot ongoing meetings and prioritize follow-up, reducing manual tagging and improving handoffs.

Notable Features

  • Label matching calendar events
  • Notify account teams of labels
  • Create log of labeled meetings

Keep operations coordinators on top of client meetings