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Update opportunity with demo notes and completed date

Update opportunity with demo notes and completed date

Your demo call transcripts arrive unprocessed, leaving Opportunities without discovery notes or attendee context. You get AI-summarized notes and a demo-completed date on the Opportunity same day.

Update opportunity with demo notes and completed date

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Overview

Demo recordings often leave Opportunity records missing discovery context and next steps; this flow extracts those insights and writes them back to the Opportunity so reps and ops see what matters. That means cleaner records and visible next steps on the record the same day the demo occurred.

Update opportunity with demo notes and completed date