Send recording alerts to owner for retitling and storage
Send recording alerts to owner for retitling and storage
Unprocessed client meeting recordings leave your bookkeeping notes without context and delay billing prep. They get retitled, tagged, and ready for client files ahead of billing.
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Overview
Client meeting recordings frequently arrive unprocessed and strip meeting context from your books, slowing billing and client deliverables. With this flow, recordings above your duration threshold are flagged and routed to the owner immediately, so files are retitled and ready ahead of the next billing run.