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Create CRM company record from new pitch decks

Create CRM company record from new pitch decks

Incoming pitch decks sit in shared storage unlinked to company records, causing duplicates and slowing reviews. They get attached to the matching company record so teams can review within minutes.

Create CRM company record from new pitch decks

Overview

Decks that aren't linked to company records slow diligence and create duplicate work for your deal and research teams. This flow automatically extracts the company from each incoming deck and attaches the PDF to the correct record, giving teams immediate access and reducing manual triage within minutes.

Create CRM company record from new pitch decks