Description
Automate tedious CRM updates and note-taking for more productivity and better reporting.
Related Ideas
Related Docs
Status
In Development
Last Edited
Feb 26, 2025 2:46 AM
Functionality Overview
Blah blah blah
Potential Features
- Automatically add notes to appointments to provide context for both parties
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Workflow Triggers
Trigger
Workflow Actions
Action
Specific Detail Section(s)
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