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Update client context record from incoming client emails

Update client context record from incoming client emails

Your client context records go out of date when new emails arrive unrecorded, scattering coaching details. Keep records current automatically so coordinators and you can act on latest info same day.

Update client context record from incoming client emails

Overview

Client emails often arrive without being logged, leaving coaching context fragmented and slowing decisions. This flow captures email content, merges it into the client record, and appends a dated exchange so coordinators see the latest context within minutes for same-day action.

Update client context record from incoming client emails