Organize initiation call recordings and create onboarding tasks
Organize initiation call recordings and create onboarding tasks
Your initiation call recordings land in a shared folder without client context, delaying handoffs. The flow files recordings into client folders and creates tasks so coordinators can act same day.
Overview
When initiation call recordings pile up in a shared drive, coordinators waste time finding context and follow-ups get delayed. This flow files each recording into the correct client folder, creates or updates the onboarding task, and alerts the team so handoffs happen same day.