Add incoming note to contact or alert ops

Your inbound notes arrive unlinked to contacts, leaving reps without context and forcing manual lookup. Attach notes to the right contact so reps have full context before the next outreach.

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Overview

Inbound call and meeting notes frequently arrive without a linked CRM contact, which leaves reps scrambling for context and slows outreach. This flow attaches notes to the right contact or archives the item and alerts sales ops, so reps have full context before the next outreach.