Attach meeting recording to onboarding user profile record
Attach meeting recording to onboarding user profile record
Your onboarding records miss meeting recordings, leaving coordinators without call context. Attach recordings to matching onboarding records so teams have call context same day.
Overview
Incomplete onboarding records slow customer handoffs and frustrate coordinators. This flow automatically attaches meeting recordings to the right onboarding record so your team has call context for follow-up the same day.