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Create and attach meeting agenda to client contact

Create and attach meeting agenda to client contact

You add a follow-up meeting date but no agenda is linked to the client's record, leaving advisors without context. Receive the agenda PDF on the contact so advisors are ready same day.

Create and attach meeting agenda to client contact

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Overview

When meeting dates are recorded without a linked agenda, advisors scramble and client experience suffers. This flow produces a tailored agenda PDF and attaches it to the client's record so advisors have polished materials ready the same day.

Create and attach meeting agenda to client contact