Create protocol link note on matching deal records

Your deal notes without protocol links leave reps missing meeting context and product tags. Add a standardized deal link so reps can access documents and classify products same day.

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Overview

Freeform protocol notes hide meeting context and slow deal progression. This flow detects a protocol marker, classifies the product, builds a reference link, and appends it to the deal so reps and managers find documents and product classification within minutes.