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.
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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.