Arrange a customer meeting from start to finish
Finn handles the scheduling work between a customer's request and a correctly organized meeting.
Typically handled bySales or customer success coordinator
Starts when
A customer asks for a call through connected Gmail or the CRM.
What Finn handles
- Read the request and identify the account owner, meeting purpose, duration, and participants.
- Check Google Calendar availability across the permitted calendars and account for the participants' time zones.
- Offer suitable times through connected email, collect agreement, and create the event with the correct invitation list.
- Add the approved agenda and existing document links, then record the event against the customer in the connected CRM.
The result
The customer and account team have a confirmed event and the CRM records the meeting.