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Create client call record with summary and files

Create client call record with summary and files

Call transcriptions without client linkage leave histories incomplete and follow-ups delayed. It creates matched call records, exports PDFs, and sends a summary for same‑day review.

Create client call record with summary and files

Overview

Unlinked call transcripts often leave client histories incomplete and slow client servicing; this flow extracts names, matches the recording to a client, and files a PDF-backed summary. That turns each incoming recording into a client-ready note and email you can act on the same day.

Create client call record with summary and files