Extract information from Outlook emails, run Python code, and update Clio client records
Extract information from Outlook emails, run Python code, and update Clio client records
Extract information from incoming Microsoft Outlook emails about scheduled discovery calls, then run Python code to process that data and create or update client contact records in Clio for faster onboarding.
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Overview
Extract information from incoming Microsoft Outlook emails about scheduled discovery calls, then run Python code to process that data and create or update client contact records in Clio for faster onboarding.