Add transcripts to partner records for fast follow-up

Your conversation transcripts arrive untracked, scattering negotiation context and delaying follow-ups. Attach transcripts to partner records to keep searchable negotiation context within minutes.

Overview

Uncaptured conversation transcripts make negotiation prep slower and follow-ups noisier for a small partnership team. This flow attaches every inbound transcript to the right partner record, giving you searchable context and enabling faster outreach within minutes.