Capture intros for portfolio managers into searchable database

Operations coordinators miss intros in channel threads, causing duplicate outreach. It logs intros to a central database so portfolio managers can follow up promptly.

Overview

Intro messages often get lost in channel noise, which leads to duplicate outreach and missed follow-ups. This workflow captures every intro into a single introductions database, giving portfolio managers searchable records and enabling prompt, coordinated outreach. Operations can eliminate manual entry and ensure consistent ownership of every introduction.

Notable Features

Capture channel intros as records
Prevent duplicate introductions before logging
Send alerts for unassigned intros