Update client call records with AI analysis and summary

Transcripts aren't reaching call records, leaving follow-ups manual and program tracking incomplete. AI summaries and action items are delivered into the call record for coach review the same day.

Overview

Coaches waste hours reconstructing call context when transcripts aren’t tied to records, delaying follow-ups and program progress. This flow captures transcripts, runs an AI analysis, updates the call record, and posts a summary so coaches can act the same day.