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Create deal records and inventory rows for closings

Create deal records and inventory rows for closings

Your signed-contract handoffs lack structure, leaving closings missing inventory rows and context. It creates deal and inventory records, a channel, and a draft email so coordinators can act same day.

Create deal records and inventory rows for closings

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Overview

Signed contracts often stall when operations waits for structured handoff data and paperwork. This flow creates deal records, inventory rows, a team channel, and a draft closing email so coordinators have everything ready to act same day.

Create deal records and inventory rows for closings