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Agenda Completion

What is Agenda Completion?

Agenda Completion refers to the process that occurs when a user successfully completes all the steps outlined in an agenda. This feature ensures that all collected data and interactions are processed and stored appropriately, enabling seamless integration with external systems and providing valuable insights for further actions.

Supported Completion Features

  • Data Collection: Gathered information is compiled and summarized for review.
  • Integration: Automatically send data to connected systems such as CRMs or databases.
  • User Notifications: Send confirmation emails to users upon completion or reminders for incomplete agendas.
  • Timeout Handling: Manage scenarios where users do not complete the agenda within the specified timeframe.
  • Scoring: analyze the agenda’s conversation given scoring criteria. This can help you sorting conversations. Learn more

List of Available Integrations

  • HubSpot: Create or update deals in specified pipelines and stages. Learn More
  • Airtable: Populate tables with agenda outputs, including summaries and scores. Learn More
  • Excel: Export data to Excel-compatible formats for offline analysis. Learn More
  • Email: Send customized emails to users based on completion status. Learn More
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