Update project manager and meetings when onboarding booked
Update project manager and meetings when onboarding booked
Your onboarding meetings often lack a linked project or assigned manager, causing last-minute ownership gaps. Attach the meeting and update the project manager automatically so coordinators can act same day.
Overview
When onboarding bookings arrive without a linked project or owner, coordinators spend time chasing information instead of prepping work. This workflow attaches each onboarding meeting to the right project and assigns the manager automatically, giving program coordinators immediate context and enabling same‑day handoffs.