Marketing ops keep advisors prepared for Produktcheck bookings

Marketing ops miss pre-meeting prep when Produktcheck bookings create no client folder, leaving advisors without shared access. It creates the folder and assigns a share task so advisors have access.

Overview

Marketing ops risk missed prep and advisor frustration when Produktcheck appointments arrive without a ready client folder. This workflow creates the folder and assigns a sharing task automatically, eliminating manual handoffs so advisors arrive prepared and meetings start smoothly.

Notable Features

Create client folder on booking
Assign share task to advisors
Notify ops with folder link