Create due diligence task and share signing details

Your deals entering due diligence lack structured triage, causing review bottlenecks and missing underwriting context. Create a task with deal context and notify owners so reviews start within minutes.

Overview

When deals hit due diligence, manual handoffs slow underwriting and risk missed checks. This flow automatically creates a structured task, attaches the deal folder and data, and posts a channel alert so reviews begin within minutes and handoffs are auditable.