Move new pitch deck uploads into company data folders
Move new pitch deck uploads into company data folders
Your pitch deck uploads land in a generic drop folder, delaying deal reviews and losing company context. It files each upload into the right company folder so partners can review materials same day.
Overview
Incoming pitch decks often pile into a shared drop folder, delaying diligence and wasting partner time. This workflow files each upload into the matching company folder so partners and ops staff have review-ready materials same day.