Keep outreach notes on deals for operations coordinators

Operations coordinators lose outreach records on deals, which causes missed follow-ups and handoff gaps. This flow adds a timestamped note to the deal after first contact so sales and ops can follow up.

Overview

Operations coordinators lose visibility when first outreach isn't logged, creating missed follow-ups and handoff friction. This workflow writes a timestamped internal note to the deal after first contact, giving sales and ops a single outreach history. Operations teams report fewer missed follow-ups and smoother handoffs.

Notable Features

Add timestamped notes to deals
Attach outreach details to records
Notify sales and ops of outreach