Send parsed appointment details to rep chat DM
Send parsed appointment details to rep chat DM
Your appointment PDFs and emails land in inboxes without handoff, leaving reps without visit context and delaying prep. Get timely booking details to assigned reps so they’re ready same day.
Overview
Appointment PDFs and parsed emails often sit in inboxes, leaving reps without context and wasting prep time. This flow delivers extracted booking details to the assigned rep’s chat within minutes so reps are ready the same day and outreach SLAs are met.