Skip to content

Add new channel videos to client intake spreadsheet

Your recorded videos for client guidance often miss publish dates or links, leaving intake and outreach materials incomplete. Keep a current, searchable video record for client communications same day.

Add new channel videos to client intake spreadsheet

Workflow preview:

Zap details:

Overview

When your firm publishes legal-advice videos, missing links and dates make client materials hard to reuse. This workflow logs each new video into a central spreadsheet and surfaces long-form items for outreach, keeping your communications library current the same day.

Add new channel videos to client intake spreadsheet