Keep deals updated with uploaded documents for engineers

Sales reps lose deal context when uploaded docs aren't linked to deals, causing stalled outreach. Engineering triggers add document links as deal notes so reps see context and act quickly.

Overview

Documents left disconnected from deals stall outreach and risk lost opportunities. This workflow ensures every uploaded document becomes a CRM note so sales reps see context before outreach, aligning engineering work with commercial outcomes and producing faster response times reported by users.

Notable Features

Add document links to deal notes
Notify sales reps on upload
Create searchable notes on deals