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Update scheduled meeting with contact and meeting category

Update scheduled meeting with contact and meeting category

Your calendar events often lack linked client context and meeting type, leaving you underprepared. Link events to contacts and assign standardized categories so you arrive prepared before appointments.

Update scheduled meeting with contact and meeting category

Overview

If meeting invites arrive without client links, you lose prep time and risk awkward handoffs on client calls. This flow auto-parses invitees, links events to the correct contact, and assigns meeting categories so you have full client context minutes before appointments.

Update scheduled meeting with contact and meeting category