Send new bank statement alert to deals channel

Your bank statement submissions arrive without lead context, delaying verification and deal progress. The workflow posts a deals-channel alert with statement links and lead context so owners can review same day.

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Overview

Bank statements often land without context and your reps spend time hunting for the right record; this posts statement links and lead context directly into the deals channel. That gives sales ops and account owners immediate visibility so they can validate documents and move opportunities forward the same day.