Extract domain from new client email, find record in Airtable, and update client profile in Copilot
Extract domain from new client email, find record in Airtable, and update client profile in Copilot
Extract the domain from new client email addresses and update their profiles in Copilot with account manager details and platform info. This ensures accurate client records and improves onboarding efficiency.
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Overview
Extract the domain from new client email addresses and update their profiles in Copilot with account manager details and platform info. This ensures accurate client records and improves onboarding efficiency.