Receive new client profile attachments, extract information, look up client details, and send personalized emails

Process new client profile attachments from Gmail, extract key information, look up client details in Google Sheets, and send personalized emails to the appropriate coach, ensuring efficient onboarding and improved communication.

Receive new client profile attachments, extract information, look up client details, and send personalized emails

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Overview

Process new client profile attachments from Gmail, extract key information, look up client details in Google Sheets, and send personalized emails to the appropriate coach, ensuring efficient onboarding and improved communication.

Receive new client profile attachments, extract information, look up client details, and send personalized emails