Add file-download email notes to client contact records

Your file download emails arrive untracked, leaving contacts without access context and delaying follow-up. Add the notification to the contact note so advisors see access before outreach.

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Overview

File-download notices buried in inboxes leave advisors without the context they need to act. This flow puts parsed download details directly into the contact record so advisors and operations see file access context within minutes and can follow up before the next outreach.