Create insight records from meeting notes for clients

Your meeting notes lack structured insights and make client follow-ups and billing prep inconsistent. The workflow delivers standardized insight records for advisors to triage same day.

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Overview

Unstructured meeting notes slow down advisors and delay billing. This flow transforms updated meeting records into normalized, deduplicated insight entries so advisors and billing staff can triage actions and finalize billing same day. Set this up to turn raw notes into review-ready items within minutes.