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For IT: Keep meeting recordings assigned to owner drives

For IT: Keep meeting recordings assigned to owner drives

IT admins find meeting recordings in generic folders, leaving project managers unable to locate session files. Copies to owner drives and CRM links make recordings available for follow-up.

For IT: Keep meeting recordings assigned to owner drives

Overview

Hard-to-find meeting recordings slow down follow-up and frustrate project teams. This workflow routes recordings to owner drives, archives them in project folders, and attaches links to CRM records so operations and client-facing staff always have session materials at hand. IT leaders gain reliable file access, zero missed post-meeting assets, and an auditable trail of where recordings live.

Notable Features

  • Copy new recordings to owner drives
  • Move titled recordings into project folders
  • Add recording links to CRM records

For IT: Keep meeting recordings assigned to owner drives