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Create dated deal folders and save email PDFs to storage

Create dated deal folders and save email PDFs to storage

Your pipeline emails and attachments sit in inbox threads, making deal docs hard to find during diligence. It centralizes and timestamps emails and attachments for immediate retrieval same day.

Create dated deal folders and save email PDFs to storage

Overview

Pipeline emails often leave deal documents scattered across inboxes, slowing diligence and compliance. This flow turns each message into a dated folder with a PDF and stored attachments so your data manager can retrieve documents same day.

Create dated deal folders and save email PDFs to storage