Update contact with consultation video and notify staff
Update contact with consultation video and notify staff
Your consultation video uploads aren't linked to contact records, so instructors lack prep material. It links each video to the contact and notifies staff so materials are ready ahead of meetings.
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Overview
Unlinked video submissions leave instructors scrambling and waste prep time. This flow captures each uploaded consultation video, converts and stores a shareable file, and updates the contact so coordinators and instructors have materials within minutes ahead of meetings. Reduce manual handoffs and ensure every session is taught with context.