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Create submission record and folder from emailed attachments

Create submission record and folder from emailed attachments

Your emailed funding submissions with attachments are scattered, delaying underwriter review. Saved folders and a tracking record let BD and underwriters review materials within one business day.

Create submission record and folder from emailed attachments

Overview

Inbound funding submissions often arrive buried in shared inboxes, slowing review and deal momentum. This flow captures qualifying emails, creates a named folder, uploads attachments, and logs a tracking record so BD and underwriting can assess materials within one business day.

Create submission record and folder from emailed attachments