Update task with contact from client review lookup
Update task with contact from client review lookup
Your written-review tasks lack linked contacts, leaving assignees without customer context. It fills the Task contact from a client review lookup so owners can act the same day.
Overview
Missing contact links on written-review tasks force agents to hunt for customer context, slowing response and causing manual rework. This flow backfills the Task contact from your client-review table so assignees get the right contact and can follow up the same day.