Generate pre-call report for specific client meetings in Relevance AI from new TidyCal bookings
Generate pre-call report for specific client meetings in Relevance AI from new TidyCal bookings
Create pre-call reports for client meetings by triggering a new booking in TidyCal. Filter specific criteria to ensure relevance, then send a message to Relevance AI for tailored insights, enhancing your meeting preparation.
Zap details:
Overview
Create pre-call reports for client meetings by triggering a new booking in TidyCal. Filter specific criteria to ensure relevance, then send a message to Relevance AI for tailored insights, enhancing your meeting preparation.