Add concise deal progress summary to updated deal records

Your deal records often hide broker and lead replies in message fields, so reps lack a concise summary of confirmations or blockers. A three-bullet synthesis is added to the record so reps and executives can review status same day.

Workflow preview:

Zap details:

Overview

Deal conversations scattered across message fields slow decision-making and handoffs. This workflow converts updated broker and lead replies into a three-bullet, time‑ordered synthesis on the deal record, giving sales ops and execs a same‑day snapshot for faster action and clearer follow-up.