Add opportunities from loan doc emails for reps

Your loan document emails sit in inboxes without structured opportunity records, delaying rep follow-up. The workflow creates or updates opportunity records so reps see tags and status same day.

Overview

Loan-document emails often arrive without a linked deal, which stalls rep outreach and underwriting. This flow creates or updates opportunity records and tags them as documents arrive so reps and sales ops see updated deals same day and act faster.