Send welcome video and log outreach to contact record

Table-triggered client video sends often go untracked, leaving advisors without notes or follow-up context. Each video is emailed and logged to the contact for same-day follow-up.

Workflow preview:

Zap details:

Overview

When an ops user clicks send, the client immediately receives the process video and a time-stamped note is added to their record so advisors have context at hand. That closes gaps in outreach, ensures same-day logging, and gives you an audit trail for compliance.