Generate weekly partner HTML summaries and save records
Generate weekly partner HTML summaries and save records
Partner activity rows arrive via webhook and sheet, leaving meeting notes and action items uncompiled. Get consolidated HTML summaries saved as records so coordinators can act the same week.
Overview
When partner notes arrive fragmented across webhooks and spreadsheets, coordinators spend hours compiling weekly updates. This flow cleans incoming rows, generates per-partner HTML summaries via AI, and stores them as records so coordinators can review and act the same week.