CEO: Keep coaching session records updated with transcripts

CEOs of coaching services miss billing and delay follow-up when transcripts aren't linked to session records. It adds transcript links, duration, and editor URLs so coaches act on accurate records.

Overview

Coaching operations lose billing accuracy and client momentum when transcripts aren't attached to session records. This workflow ensures every meeting record includes a transcript link, duration, and editor URL, eliminating missed follow-ups and protecting billing accuracy. Owners report faster handoffs and clearer audit trails for client sessions.

Notable Features

Attach transcript links to records
Populate duration field automatically
Notify coaches for follow-up