Ideas to put to work
Client meetings and webinars set up, attended and filed with the engagement.
Client webinar, start to finish
Sofia creates the webinar, drafts the invitation campaign in Mailchimp for your approval, and registers attendees from your client list.
Recordings filed with the client
Sofia gets each client meeting recording and uploads it to that client's SharePoint folder, so the record sits with the engagement.
Next meetings for stalled deals
Sofia finds HubSpot deals with no next step, schedules a Zoom meeting for each with your approval, and logs a note on the deal.
What Sofia can do with Zoom
Sofia reads and keeps current
- Meetings
- Recordings
- Webinars
- Users
Sofia does, with your approval where you want it
- Schedule a meeting
- Update or cancel a meeting
- Register an attendee
- Create a webinar
- Get a recording
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- MailchimpEmail marketing and newsletters
- Microsoft SharePointMicrosoft's intranet sites, document libraries and lists
- HubSpotCRM and marketing platform for growing businesses
- FirefliesAI notetaker that records and transcribes meetings
- GongRecords and analyzes sales calls
- GranolaAI meeting notes app
- RingCentralCloud phone system, video and messaging
AircallCloud phone system for teams
Hand Sofia your Zoom scheduling
Score your firm in three minutes, or talk to our team.