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Add contextual deal notes from flagged inbound emails

Add contextual deal notes from flagged inbound emails

Inbound sales emails with links lack deal context and cause missed follow-ups. Attach extracted links and a short preview to the matching deal so reps have context before reviews.

Add contextual deal notes from flagged inbound emails

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Overview

Flagged inbound emails often arrive without deal context, leaving reps unprepared and pipeline data incomplete. This flow extracts embedded links and appends a concise, pinned note to the matching deal so reps see context within minutes and avoid missed follow-ups during pipeline reviews.

Add contextual deal notes from flagged inbound emails