Update lead records with AI call summaries and transcript
Update lead records with AI call summaries and transcript
Recorded calls and transcripts sitting outside project records leave project managers without context for triage or client prep. Stakeholders get summaries and transcripts attached to lead items within minutes.
Overview
When call context lives outside your records, project managers waste prep time and risk missed commitments. This flow brings AI summaries, transcripts, phone normalization, and recordings into lead records so owners see call context and next steps within minutes.