Add confirmed appointment note and set lead field

Your confirmation emails lack structured visit details, so reps miss prep time and client context. You receive a logged note and updated lead field so reps see appointment details before visits.

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Overview

Confirmation emails often arrive as freeform messages, leaving leads without visit context and reps unprepared. This flow captures the confirmation, logs a note, and flips a lead field so reps have appointment details within minutes and can act before the visit.