Keep legal database updated from tagged deal conversations

Operations coordinators tag conversations 'New Deal' or 'Add-on', leaving the master legal record out of sync and delaying contract review. Automated updates keep legal and ops aligned.

Overview

Missed tag updates disconnect deal conversations from official records and delay contract review. This workflow pushes 'New Deal' or 'Add-on' tags into the master legal database so legal and ops share current deal status, enabling faster coordination and fewer missed follow-ups.

Notable Features

Write tagged deal status to database
Search master record by conversation ID
Alert legal and ops on updates