Create new client profile from Trello card details, and extract relevant information with Formatter
Create new client profile from Trello card details, and extract relevant information with Formatter
Create new client profiles in Cling from newly added Trello project cards by extracting relevant information from the card description. This accelerates your onboarding process and keeps client data organized.
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Overview
Create new client profiles in Cling from newly added Trello project cards by extracting relevant information from the card description. This accelerates your onboarding process and keeps client data organized.