Attach incoming pitch decks to company records and folders
Attach incoming pitch decks to company records and folders
Inbound pitch decks arrive by email without matching company records, leaving files scattered. The workflow links each deck to the record and creates a shared folder so teams access files same day.
Overview
Stop losing investor and partner decks in personal inboxes — this flow automatically ties each emailed deck to the correct company record and creates a secured intake folder. IT and deal teams gain instant access to the file and an updated record the same day, reducing manual handoffs and search time.