Create opportunities from policy sheets for account owners

Your policy sheets in a shared folder lack a consistent process, causing missed outreach and stalled opportunities. Account owners get assigned opportunity records for same-day outreach.

Overview

When policy sheets land in a shared folder, manual triage creates delay and a support burden for IT while sales misses timely outreach; this flow converts those files into assigned Opportunities so account owners receive context and can act the same day. That reduces manual routing work for IT and delivers ready-to-work records to sales ahead of weekly reviews.