Send session recording emails to recent advisory clients
Send session recording emails to recent advisory clients
Your Zoom recording emails often go unread, leaving clients without the session download. Deliver the link and a follow-up email automatically so clients can access it within 48 hours.
Overview
When post-session recordings sit unread, clients miss downloads and you miss timely testimonials. This flow extracts the recording link, logs the session, and sends a tailored follow-up email within 48 hours so clients can review and respond while the link is still available.