<h1 class="PlaygroundEditorTheme__h1" dir="ltr"><span style="white-space: pre-wrap;">🎥 </span><a href="https://fathom.video/share/mYE28f-mR8eo7siVhCs2zudR38zJuKNv" rel="noreferrer" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Click here to watch the replay</span></a><br></h1><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/mYE28f-mR8eo7siVhCs2zudR38zJuKNv?tab=summary&amp;timestamp=0" title="PLAY @0:00" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Workflow setup and troubleshooting @ 0:00</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Stephanie and Yeni reviewed Yeni's workflow setup, including the pipeline stages and triggers. They identified an issue with the workflow not triggering properly when a contact moved through the pipeline, and worked together to add additional triggers to ensure the workflow actions fire at the right stages.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/mYE28f-mR8eo7siVhCs2zudR38zJuKNv?tab=summary&amp;timestamp=831" title="PLAY @13:51" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Branded domain for review requests @ 13:51</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Stephanie helped Yeni set up a branded domain for the review request links, to provide a more professional and consistent experience for clients. They updated the review settings and tested the new branded link.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/mYE28f-mR8eo7siVhCs2zudR38zJuKNv?tab=summary&amp;timestamp=1111" title="PLAY @18:31" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Sending client information documents @ 18:31</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Yeni discussed wanting to send clients a Google Doc with information they need to bring to their appointment. Stephanie suggested adding the document link to the workflow, and provided guidance on how to set up separate branches for English and Spanish-speaking clients to receive the appropriate message.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/mYE28f-mR8eo7siVhCs2zudR38zJuKNv?tab=summary&amp;timestamp=1835" title="PLAY @30:35" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Recap and next steps @ 30:35</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Stephanie and Yeni reviewed the key updates made to the workflow, including the language-specific branches and document sharing. Yeni expressed understanding of the changes and planned to implement them, while Stephanie offered to be available for any follow-up questions.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><h2 class="PlaygroundEditorTheme__h2" dir="ltr"><span style="white-space: pre-wrap;">Action Items</span></h2><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem"><b><strong class="PlaygroundEditorTheme__textBold" style="white-space: pre-wrap;">Update workflow - add specific content for text msgs, emails. Implement Eng/Span language options for each branch.</strong></b></li></ul>

You can find the replay for the office hours session from January 8, 2025

# 🎥[Click here to watch the replay](https://fathom.video/share/mYE28f-mR8eo7siVhCs2zudR38zJuKNv)

### [Workflow setup and troubleshooting @ 0:00](https://fathom.video/share/mYE28f-mR8eo7siVhCs2zudR38zJuKNv?tab=summary&timestamp=0 "PLAY @0:00")

Stephanie and Yeni reviewed Yeni's workflow setup, including the pipeline stages and triggers. They identified an issue with the workflow not triggering properly when a contact moved through the pipeline, and worked together to add additional triggers to ensure the workflow actions fire at the right stages.

### [Branded domain for review requests @ 13:51](https://fathom.video/share/mYE28f-mR8eo7siVhCs2zudR38zJuKNv?tab=summary&timestamp=831 "PLAY @13:51")

Stephanie helped Yeni set up a branded domain for the review request links, to provide a more professional and consistent experience for clients. They updated the review settings and tested the new branded link.

### [Sending client information documents @ 18:31](https://fathom.video/share/mYE28f-mR8eo7siVhCs2zudR38zJuKNv?tab=summary&timestamp=1111 "PLAY @18:31")

Yeni discussed wanting to send clients a Google Doc with information they need to bring to their appointment. Stephanie suggested adding the document link to the workflow, and provided guidance on how to set up separate branches for English and Spanish-speaking clients to receive the appropriate message.

### [Recap and next steps @ 30:35](https://fathom.video/share/mYE28f-mR8eo7siVhCs2zudR38zJuKNv?tab=summary&timestamp=1835 "PLAY @30:35")

Stephanie and Yeni reviewed the key updates made to the workflow, including the language-specific branches and document sharing. Yeni expressed understanding of the changes and planned to implement them, while Stephanie offered to be available for any follow-up questions.

## Action Items

* ****Update workflow - add specific content for text msgs, emails. Implement Eng/Span language options for each branch.****

Office Hours: January 8, 2025

All replays of our office hour calls can be found here.