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Update booking and form state for adviser meetings

Update booking and form state for adviser meetings

Your bookings and intake forms can fall out of sync, leaving advisers without client context. Keep bookings and form state reconciled so advisers and ops have correct prep details ahead of meetings.

Update booking and form state for adviser meetings

Overview

Booking and intake data often desynchronize and leave advisers without client context at meeting time. This flow reconciles schedules and form submissions, invoking a reusable update subflow and surfacing errors to Slack so ops and advisers have accurate prep details within minutes.

Update booking and form state for adviser meetings