Create or update investment deals from channel messages

Investment messages in team chat are untracked, leaving deal records missing and follow-ups delayed. It creates or updates CRM deals so portfolio and sales managers get accurate records same day.

Workflow preview:

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Overview

Investment notices posted in chat often never reach CRM, leaving pipeline and reporting incomplete; this workflow turns those messages into accurate deal records for portfolio and sales managers. Deals are created or updated within minutes so teams can act on fresh pipeline data before daily reviews.