Create deal email log entries from inbox messages

Your deal emails and attachments scatter across threads, slowing handoffs and document lookup. You get a searchable log for each message, enabling same-day follow-up.

Overview

Deal-related emails scattered across inboxes slow coordination and risk missed documents. This workflow centralizes every incoming message into a tagged, single-row log so operations and coordinators can find context and act within the same business day. It turns inbox noise into an auditable timeline for faster follow-up.