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Update opportunity last demo date from meeting recording

Update opportunity last demo date from meeting recording

Your meeting recordings often arrive without attendee context, leaving demo dates stale and reps unprepared. The workflow updates the opportunity and notifies the rep so follow-up happens same day.

Update opportunity last demo date from meeting recording

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Overview

Recordings without attendee context leave demo dates stale and reps scrambling to follow up. This flow refreshes the opportunity's last-demo date and pings the owner so outreach happens same day, keeping pipeline data accurate and reps action-ready.

Update opportunity last demo date from meeting recording