Keep project managers updated on deal memos instantly

Project managers miss deal context when engagement notes aren't copied, causing missed follow-ups. It copies note text and timestamp into the deal so project managers see the latest context.

Overview

Missed engagement notes leave project managers without the context needed for timely handoffs and follow-ups. This workflow writes note text and timestamps into the deal record so project managers always see current deal context, resulting in fewer missed follow-ups and faster handoffs that users report.

Notable Features

Copy note content and timestamp
Update deal records on new engagements
Notify owners when notes change