Add meeting transcript notes to client contact records
Add meeting transcript notes to client contact records
Your meeting transcripts sit outside client records, leaving advisors without context for follow-ups. Attach transcripts to contact timelines for searchable notes and same-day follow-ups.
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Overview
Stop letting client context live in silos — meeting transcripts should be part of the client record. This flow writes transcripts and short summaries into contact timelines automatically, giving advisors searchable notes and same-day follow-up readiness.