Add client contact after meeting to intake list
Add client contact after meeting to intake list
Your calendar events often miss attendee phone numbers and structured client emails, causing intake friction. Capture and normalize emails and phones so intake coordinators can follow up same day.
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Overview
Missed contact details in meeting notes slow client intake and delay billable work; this flow extracts attendee emails and normalizes mobile numbers from finished meetings and forwards them to your intake endpoint. Intake coordinators receive clean contact records within minutes so follow-ups happen same day.