Keep ADHD coach client records updated with summaries

ADHD coaches lose client context when session recordings pile up, hindering follow-up. Meeting summaries attach to CRM client records so coaches and ops start follow-up with full session context.

Overview

Missed context between sessions undermines coaching continuity and jeopardizes client progress. This workflow pins meeting summaries to CRM client records so coaches and operations always begin follow-up with full session context, eliminating manual lookup and preventing context gaps.

Notable Features

Attach meeting summaries to CRM
Create searchable client summary notes
Notify coach and operations staff