Session recap from a call email — to the client and the database

The scenario catches the meeting-summary email, finds the client, emails them the recap via Microsoft Outlook and creates a session record in the database.

• Meeting notes are parsed from the email automatically
• The client is matched in the database automatically
• The session recap goes to the client via Microsoft Outlook
• A meeting record is created right away

GmailBrevoMailjetMicrosoft OutlookAirtable