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- Discussed workflow automation for scheduling and checking in/out volunteers. - Set up text reminders for volunteers on Saturdays and follow-up texts for those who don't check out. - Automated monthly text reminders on the 15th for schedules due on the 20th. - Created pipelines and tags to streamline volunteer management. - Added flexibility to adjust and modify messages for volunteers as needed.
- Configured first-time guest follow-up workflows. - Set up email notifications for form submissions. - Explained Lead Connector app for guest management. - Reviewed task assignment and workflow tracking.