Send meeting prep email after booking to customer

New meeting records often leave reps without customer context, causing unprepared discovery calls. Send a tailored prep email automatically so reps are ready ahead of the meeting.

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Overview

New bookings often reach the database with no immediate outreach, leaving reps scrambling for context. This flow delivers a personalized prep message within minutes and logs the outreach, so reps are prepared and owners see outreach records ahead of the call.