Keep sales ops client status updated from conversation tags

Sales ops lose bookings when conversation tags don't update client records, causing scheduling gaps. This workflow sets status to Programar Comfort - Terça on tag add, so sales ops and schedulers coordinate bookings quickly.

Overview

Missed scheduling updates create lost bookings and chaotic handoffs for sales ops. This workflow ties conversation tags to client records and notifies schedulers, ensuring status changes are visible and preventing manual follow-ups so bookings get coordinated reliably.

Notable Features

Set status on tag add
Notify scheduling and sales ops
Remove processing tags after update