Record meeting attendance and update contact access dates

Your mentoring call attendance is fragmented, leaving no reliable participant record for follow-up or course credit. Capture joins and update last-access so you can re-engage learners same day.

Overview

For a small financial education practice, reliable attendance data is the foundation of timely outreach. This workflow captures joins, filters internal attendees, and updates contacts so your marketing strategist can run same-day re-engagement and keep course cohorts on track.