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