Update program record and calendar from signed agreement
Update program record and calendar from signed agreement
You get signed event agreements but records and calendars stay incomplete, delaying prep and invoicing. Workflow updates records and creates the calendar event so coordinators have details same day.
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Overview
Signed agreements should drive scheduling, not manual catch-up. This flow writes the agreement PDF into the program record, sets the final status, creates the calendar event, and posts a team alert so coordinators have confirmed details same day. That reduces late prep and speeds invoicing handoffs.