Start weekly client projects from meeting recaps for team
Start weekly client projects from meeting recaps for team
You miss context when client recaps, digests, and saved messages live in separate records, delaying project setup and handoffs. Consolidate notes into a project for account managers so work starts the same day each week.
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Overview
Stop letting scattered meeting notes slow down delivery — this flow turns weekly recaps, digests, and saved messages into a ready-to-act project for each client. Account managers get a populated project the same day each week, cutting manual handoffs and accelerating kickoff.