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Marketing ops: keep counsellor tasks updated after bookings

Marketing ops: keep counsellor tasks updated after bookings

Marketing ops coordinators changing bookings leave counsellor tasks outdated, risking missed prep. Workflow updates tasks and assignees so counsellors get current session details and due dates.

Marketing ops: keep counsellor tasks updated after bookings

Overview

Missed updates to counsellor tasks cause last-minute scrambling and risk missed prep; marketing ops ends up firefighting schedule changes. This workflow pushes booking edits into your task system with updated assignees and due dates, so counsellors always have current session details and preparation happens reliably.

Notable Features

  • Update task details and due dates
  • Reassign tasks to the correct counsellor
  • Notify coordinators of booking changes

Marketing ops: keep counsellor tasks updated after bookings