Add meeting summaries and action items to deals

Your meeting transcripts and action items sit in recorder notes, leaving deals without context for timely follow-ups. This attaches cleaned summaries to the matching deal so reps can act the same day.

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Overview

When meeting notes remain in recorder files, reps lose context and follow-ups stall; this routes cleaned summaries and clear action items directly onto the related deal record. That delivers immediate deal context so reps can act on next steps the same day and keep pipelines moving.