Zap 1: Fireflies transcript to Drive and Notion

1. Trigger: Fireflies, new transcript ready
2. Filter: meeting title contains a client name from the Clients database
3. Find: Notion, search Clients by name
4. Create: Google Drive, upload transcript to CS / Transcripts / [Client]
5. Create: Notion, new row in Calls with Client, CSM, Date and Drive link
6. Result: Claude's post-call routine picks it up and writes the summary

Failure handling: if no client match is found, post to #cs-ops with the meeting title so Ops can file it by hand.

Zap 2: New client checklist to Slack

1. Trigger: Notion, new row in Clients
2. Delay: 2 minutes (lets Ops finish filling in the CSM field)
3. Filter: Stage is Onboarding AND CSM is not empty
4. Create: Notion, 5 rows in Onboarding Checklist from the template
5. Find: Notion, the CSM's desk channel from CSMs
6. Send: Slack message to that desk with the checklist and links

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The delay and the CSM filter were added after pilot test PT-8 failed. That fix is logged in the Pilot Test Checklist.

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