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.
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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.